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 217 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 Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | SMGIX vs VIIIX |
Best Risk-Adjusted Alternatives to SMGIX
SMGIX has a PortfoliosLab risk / return rank of 38. There are 270 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | SMGIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | SMGIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | SMGIX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SMGIX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | SMGIX vs RCKSX |
Top Performing SMGIX Alternatives (YTD)
SMGIX is at 9.71% YTD. There are 204 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | SMGIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | SMGIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | SMGIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | SMGIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | SMGIX vs IGIAX |
Lowest Volatility Alternatives to SMGIX
SMGIX has 13.41% 1-year volatility. There are 263 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | SMGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SMGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | SMGIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | SMGIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | SMGIX vs SILVX |
Lowest Drawdown Alternatives to SMGIX
SMGIX has a 1-year max drawdown of -9.99%. There are 255 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SMGIX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SMGIX vs AMFEX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.
Often Compared With SMGIX
Investors most often compare SMGIX with SPY, MIGFX, SNPE. These 20 comparison targets span 9 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