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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$31.88
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets360.86M
Vanguard Global Capital Cycles Investor
Price$13.39
Change+$0.48 (+3.72%)
VolumeN/A
Net Assets1.59B
SGIDX vs VGPMX Comparison Chart
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SGIDX vs. VGPMX commentary
Apr 12, 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: 1.59B vs. SGIDX (361M). VGPMX pays higher dividends than SGIDX: VGPMX (2.27) vs SGIDX (1.97). SGIDX was incepted earlier than VGPMX: SGIDX (17 years) vs VGPMX (41 years). SGIDX (1.27) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIDX (59.00). 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 : -0.64 vs. SGIDX (-3.11). VGPMX return over 5 years is better than : 93.98 vs. SGIDX (34.02).
| SGIDX | VGPMX | SGIDX / VGPMX | |
| Total Expense Ratio | 1.27 | 0.44 | 289% |
| Annual Report Gross Expense Ratio | 1.27 | 0.44 | 289% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | -4.461 | 2.226 | -200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 1.59B | 23% |
| Annual Yield % from dividends | 1.97 | 2.27 | 87% |
| Returns for 1 year | -3.11 | -0.64 | 484% |
| Returns for 3 years | -0.27 | 5.09 | -5% |
| Returns for 5 years | 34.02 | 93.98 | 36% |
| Returns for 10 years | 26.32 | 49.80 | 53% |
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