Columbia Contrarian Core Fund (SMGIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMGIX
SMGIX charges 0.75% annually. There are 223 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SMGIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SMGIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SMGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SMGIX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | SMGIX vs VITPX |
Best Risk-Adjusted Alternatives to SMGIX
SMGIX has a PortfoliosLab risk / return rank of 47. There are 240 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SMGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SMGIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SMGIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SMGIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SMGIX vs IGIAX |
Top Performing SMGIX Alternatives (YTD)
SMGIX is at 8.24% YTD. There are 246 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SMGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SMGIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SMGIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SMGIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SMGIX vs FLVCX |
Lowest Volatility Alternatives to SMGIX
SMGIX has 12.99% 1-year volatility. There are 262 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SMGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SMGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SMGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SMGIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SMGIX vs FSUVX |
Lowest Drawdown Alternatives to SMGIX
SMGIX has a 1-year max drawdown of -9.99%. There are 259 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SMGIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SMGIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SMGIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SMGIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SMGIX vs QUERX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | SMGIX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | SMGIX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | SMGIX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | SMGIX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | SMGIX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | SMGIX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | SMGIX vs CMTFX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | SMGIX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | SMGIX vs COSZX | |
| Columbia Thermostat Fund | Tactical Allocation | 64 | 2.76% | — | Sep 2002 | SMGIX vs COTZX |
Often Compared With SMGIX
Investors most often compare SMGIX with SPY, MIGFX, SNPE. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SMGIX with Any Fund or Stock
Compare SMGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMGIX with funds that move differently
Columbia Contrarian Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMGIX.
Explore SMGIX Diversifiers