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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$38.10
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets15.27B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. SMGIX (15.3B). 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 : 13.89 vs. SMGIX (3.41). VTSMX return over 5 years is better than : 95.59 vs. SMGIX (45.01).
| 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 | 7.536 | 6.421 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 1.82T | 1% |
| Annual Yield % from dividends | 0.52 | 1.12 | 46% |
| Returns for 1 year | 3.41 | 13.89 | 25% |
| Returns for 3 years | 41.63 | 62.08 | 67% |
| Returns for 5 years | 45.01 | 95.59 | 47% |
| Returns for 10 years | 77.78 | 198.05 | 39% |
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