Interact to see
Advertisement
Advertisement
SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$38.48
Change-$0.38 (-0.98%)
VolumeN/A
Net Assets16.05B
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
SMGIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VTSMX commentary
Dec 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SMGIX (16B). VTSMX pays higher dividends than SMGIX: VTSMX (1.02) vs SMGIX (0.47). SMGIX was incepted earlier than VTSMX: SMGIX (33 years) vs VTSMX (34 years). SMGIX (0.74) is less costly to investors than VTSMX (0.14). SMGIX is a more actively managed with annual turnover of: 48.00 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 : 12.68 vs. SMGIX (5.48). VTSMX return over 5 years is better than : 79.30 vs. SMGIX (33.69).
| 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 | 34 years | - |
| Gain YTD | 9.681 | 17.334 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 2.06T | 1% |
| Annual Yield % from dividends | 0.47 | 1.02 | 47% |
| Returns for 1 year | 5.48 | 12.68 | 43% |
| Returns for 3 years | 54.22 | 70.77 | 77% |
| Returns for 5 years | 33.69 | 79.30 | 42% |
| Returns for 10 years | 95.32 | 240.48 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers