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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$39.43
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets15.7B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Aug 18, 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 (1.09) vs SMGIX (0.50). 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 : 16.21 vs. SMGIX (7.86). VTSMX return over 5 years is better than : 85.82 vs. SMGIX (39.27).
| 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 | 11.290 | 9.266 | 122% |
| 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 | 0.50 | 1.09 | 46% |
| Returns for 1 year | 7.86 | 16.21 | 49% |
| Returns for 3 years | 31.30 | 46.80 | 67% |
| Returns for 5 years | 39.27 | 85.82 | 46% |
| Returns for 10 years | 81.54 | 202.54 | 40% |
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