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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$41.25
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets16.13B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Dec 04, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SMGIX (16.1B). VTSAX pays higher dividends than SMGIX: VTSAX (1.11) vs SMGIX (0.47). 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 : 11.45 vs. SMGIX (4.02). VTSAX return over 5 years is better than : 77.21 vs. SMGIX (31.06).
| 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 | 16.003 | 15.513 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.05T | 1% |
| Annual Yield % from dividends | 0.47 | 1.11 | 43% |
| Returns for 1 year | 4.02 | 11.45 | 35% |
| Returns for 3 years | 44.98 | 64.46 | 70% |
| Returns for 5 years | 31.06 | 77.21 | 40% |
| Returns for 10 years | 88.40 | 223.73 | 40% |
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