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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$39.44
Change-$0.20 (-0.50%)
VolumeN/A
Net Assets15.56B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SMGIX (15.6B). VTSAX pays higher dividends than SMGIX: VTSAX (1.16) vs SMGIX (0.50). 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 : 18.04 vs. SMGIX (8.63). VTSAX return over 5 years is better than : 84.96 vs. SMGIX (37.12).
| 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 | 11.318 | 10.346 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 1.95T | 1% |
| Annual Yield % from dividends | 0.50 | 1.16 | 43% |
| Returns for 1 year | 8.63 | 18.04 | 48% |
| Returns for 3 years | 44.13 | 63.66 | 69% |
| Returns for 5 years | 37.12 | 84.96 | 44% |
| Returns for 10 years | 92.30 | 224.91 | 41% |
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