Interact to see
Advertisement
Advertisement
SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$39.15
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets15.65B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SMGIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VTSMX commentary
Jul 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SMGIX (15.7B). VTSMX pays higher dividends than SMGIX: VTSMX (1.12) vs SMGIX (0.52). SMGIX was incepted earlier than VTSMX: SMGIX (33 years) vs VTSMX (33 years). SMGIX (0.74) is less costly to investors than VTSMX (0.14). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). SMGIX has a lower initial minimum investment than VTSMX: SMGIX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. SMGIX (9.63). VTSMX return over 5 years is better than : 93.51 vs. SMGIX (44.64).
| SMGIX | VTSMX | SMGIX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 10.500 | 8.287 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.91T | 1% |
| Annual Yield % from dividends | 0.52 | 1.12 | 46% |
| Returns for 1 year | 9.63 | 17.75 | 54% |
| Returns for 3 years | 43.54 | 60.60 | 72% |
| Returns for 5 years | 44.64 | 93.51 | 48% |
| Returns for 10 years | 81.05 | 200.97 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement