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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$38.47
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets445.92M
Vanguard Global Capital Cycles Investor
Price$18.89
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets2.34B
SGIDX vs VGPMX Comparison Chart in %
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SGIDX vs. VGPMX commentary
Oct 18, 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 StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. SGIDX (446M). VGPMX pays higher dividends than SGIDX: VGPMX (1.70) vs SGIDX (1.48). SGIDX was incepted earlier than VGPMX: SGIDX (18 years) vs VGPMX (41 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 : 36.40 vs. SGIDX (9.29). VGPMX return over 5 years is better than : 127.01 vs. SGIDX (37.75).
| 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 | 41 years | - |
| Gain YTD | 18.005 | 51.003 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 2.34B | 19% |
| Annual Yield % from dividends | 1.48 | 1.70 | 87% |
| Returns for 1 year | 9.29 | 36.40 | 26% |
| Returns for 3 years | 45.00 | 88.13 | 51% |
| Returns for 5 years | 37.75 | 127.01 | 30% |
| Returns for 10 years | 60.08 | 161.32 | 37% |
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