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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$33.01
Change+$0.22 (+0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Global Capital Cycles Investor
Price$13.01
Change+$0.12 (+0.93%)
VolumeN/A
CapitalizationN/A
SGIDX vs VGPMX Comparison Chart
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SGIDX vs. VGPMX commentary
Dec 24, 2024
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 StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.48B vs. SGIDX (370M). VGPMX pays higher dividends than SGIDX: VGPMX (3.26) vs SGIDX (2.28). SGIDX was incepted earlier than VGPMX: SGIDX (17 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIDX (53.00). SGIDX has a lower initial minimum investment than VGPMX: SGIDX (1000) vs VGPMX (3000). SGIDX annual gain was more profitable for investors over the last year : 7.05 vs. VGPMX (3.79). VGPMX return over 5 years is better than : 55.51 vs. SGIDX (13.83).
| SGIDX | VGPMX | SGIDX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 5.968 | 5.165 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 1.48B | 25% |
| Annual Yield % from dividends | 2.28 | 3.26 | 70% |
| Returns for 1 year | 7.05 | 3.79 | 186% |
| Returns for 3 years | 5.10 | 17.64 | 29% |
| Returns for 5 years | 13.83 | 55.51 | 25% |
| Returns for 10 years | 31.53 | 52.82 | 60% |
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