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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$40.44
Change+$0.21 (+0.52%)
VolumeN/A
Net Assets15.92B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMGIX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SMGIX (15.9B). VTSAX pays higher dividends than SMGIX: VTSAX (1.13) vs SMGIX (0.48). SMGIX was incepted earlier than VTSAX: SMGIX (33 years) vs VTSAX (25 years). SMGIX (0.74) is less costly to investors than VTSAX (0.04). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VTSAX (2.00). SMGIX has a lower initial minimum investment than VTSAX: SMGIX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. SMGIX (5.82). VTSAX return over 5 years is better than : 84.90 vs. SMGIX (38.01).
| SMGIX | VTSAX | SMGIX / VTSAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 14.141 | 13.023 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 2.02T | 1% |
| Annual Yield % from dividends | 0.48 | 1.13 | 43% |
| Returns for 1 year | 5.82 | 13.81 | 42% |
| Returns for 3 years | 54.92 | 76.08 | 72% |
| Returns for 5 years | 38.01 | 84.90 | 45% |
| Returns for 10 years | 91.87 | 225.85 | 41% |
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