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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$36.32
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Global Capital Cycles Investor
Price$13.23
Change-$0.13 (-0.97%)
VolumeN/A
CapitalizationN/A
SGIFX vs VGPMX Comparison Chart
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SGIFX vs. VGPMX commentary
Dec 19, 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 SGIFX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.48B vs. SGIFX (387M). VGPMX pays higher dividends than SGIFX: VGPMX (3.26) vs SGIFX (1.58). SGIFX was incepted earlier than VGPMX: SGIFX (7 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIFX (53.00). SGIFX has a lower initial minimum investment than VGPMX: SGIFX (1000) vs VGPMX (3000). SGIFX annual gain was more profitable for investors over the last year : 12.86 vs. VGPMX (8.00). VGPMX return over 5 years is better than : 59.42 vs. SGIFX (-24.85).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | 11.082 | 7.939 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 1.48B | 26% |
| Annual Yield % from dividends | 1.58 | 3.26 | 48% |
| Returns for 1 year | 12.86 | 8.00 | 161% |
| Returns for 3 years | 7.44 | 21.96 | 34% |
| Returns for 5 years | -24.85 | 59.42 | -42% |
| Returns for 10 years | N/A | 50.48 | - |
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