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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$40.08
Change-$0.14 (-0.35%)
VolumeN/A
Net Assets442.49M
Vanguard Global Capital Cycles Investor
Price$19.02
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets2.47B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Nov 20, 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 SGIFX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGIFX (442M). VGPMX pays higher dividends than SGIFX: VGPMX (1.66) vs SGIFX (0.82). SGIFX was incepted earlier than VGPMX: SGIFX (8 years) vs VGPMX (42 years). SGIFX (2.02) is less costly to investors than VGPMX (0.44). SGIFX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIFX has a lower initial minimum investment than VGPMX: SGIFX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 41.13 vs. SGIFX (11.98). VGPMX return over 5 years is better than : 118.30 vs. SGIFX (25.88).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | 2.02 | 0.44 | 459% |
| Annual Report Gross Expense Ratio | 2.02 | 0.44 | 459% |
| Fund Existence | 8 years | 42 years | - |
| Gain YTD | 16.758 | 51.003 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 2.47B | 18% |
| Annual Yield % from dividends | 0.82 | 1.66 | 49% |
| Returns for 1 year | 11.98 | 41.13 | 29% |
| Returns for 3 years | 31.64 | 70.48 | 45% |
| Returns for 5 years | 25.88 | 118.30 | 22% |
| Returns for 10 years | N/A | 207.66 | - |
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