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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$34.87
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets392.9M
Vanguard Global Capital Cycles Investor
Price$13.85
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets1.43B
SGIDX vs VGPMX Comparison Chart
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SGIDX vs. VGPMX commentary
Feb 23, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.43B vs. SGIDX (393M). 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). VGPMX annual gain was more profitable for investors over the last year : 16.06 vs. SGIDX (10.52). VGPMX return over 5 years is better than : 70.50 vs. SGIDX (20.98).
| 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 | 6.343 | 9.660 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.43B | 27% |
| Annual Yield % from dividends | 2.28 | 3.26 | 70% |
| Returns for 1 year | 10.52 | 16.06 | 65% |
| Returns for 3 years | 14.62 | 19.58 | 75% |
| Returns for 5 years | 20.98 | 70.50 | 30% |
| Returns for 10 years | 39.74 | 50.73 | 78% |
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