Columbia Contrarian Core Fund (SMGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMGIX
SMGIX charges 0.75% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SMGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SMGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SMGIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SMGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SMGIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SMGIX vs SSSYX |
Best Risk-Adjusted Alternatives to SMGIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SMGIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SMGIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SMGIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SMGIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SMGIX vs DHAMX |
Top Performing SMGIX Alternatives (YTD)
SMGIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SMGIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SMGIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SMGIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SMGIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SMGIX vs RCKSX |
Lowest Volatility Alternatives to SMGIX
SMGIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SMGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SMGIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SMGIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SMGIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SMGIX vs QUERX |
Lowest Drawdown Alternatives to SMGIX
SMGIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SMGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SMGIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SMGIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SMGIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SMGIX vs GQEIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With SMGIX
What investors most often compare with SMGIX, 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.