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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$38.88
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets452.1M
Vanguard Global Capital Cycles Investor
Price$17.63
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.01B
SGIDX vs VGPMX Comparison Chart in %
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SGIDX vs. VGPMX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. SGIDX (452M). VGPMX pays higher dividends than SGIDX: VGPMX (1.90) vs SGIDX (1.63). 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). 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 : 31.60 vs. SGIDX (15.51). VGPMX return over 5 years is better than : 103.08 vs. SGIDX (44.98).
| 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 | 18.734 | 38.730 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 2.01B | 23% |
| Annual Yield % from dividends | 1.63 | 1.90 | 86% |
| Returns for 1 year | 15.51 | 31.60 | 49% |
| Returns for 3 years | 38.64 | 65.87 | 59% |
| Returns for 5 years | 44.98 | 103.08 | 44% |
| Returns for 10 years | 68.43 | 155.98 | 44% |