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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$38.00
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets442.49M
Vanguard Global Capital Cycles Investor
Price$19.02
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets2.47B
SGIDX vs VGPMX Comparison Chart in %
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SGIDX vs. VGPMX commentary
Nov 20, 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 SGIDX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGIDX (442M). VGPMX pays higher dividends than SGIDX: VGPMX (1.66) vs SGIDX (1.48). SGIDX was incepted earlier than VGPMX: SGIDX (18 years) vs VGPMX (42 years). SGIDX (1.26) is less costly to investors than VGPMX (0.44). SGIDX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIDX has a lower initial minimum investment than VGPMX: SGIDX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 41.13 vs. SGIDX (12.67). VGPMX return over 5 years is better than : 118.30 vs. SGIDX (30.86).
| SGIDX | VGPMX | SGIDX / VGPMX | |
| Total Expense Ratio | 1.26 | 0.44 | 286% |
| Annual Report Gross Expense Ratio | 1.26 | 0.44 | 286% |
| Fund Existence | 18 years | 42 years | - |
| Gain YTD | 17.543 | 51.003 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 2.47B | 18% |
| Annual Yield % from dividends | 1.48 | 1.66 | 89% |
| Returns for 1 year | 12.67 | 41.13 | 31% |
| Returns for 3 years | 34.34 | 70.48 | 49% |
| Returns for 5 years | 30.86 | 118.30 | 26% |
| Returns for 10 years | 56.86 | 207.66 | 27% |
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