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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$40.75
Change-$0.25 (-0.61%)
VolumeN/A
Net Assets453.75M
Vanguard Global Capital Cycles Investor
Price$18.70
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets2.34B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Oct 09, 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 Buy and VGPMX is a Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. SGIFX (454M). VGPMX pays higher dividends than SGIFX: VGPMX (1.70) vs SGIFX (0.82). SGIFX was incepted earlier than VGPMX: SGIFX (8 years) vs VGPMX (41 years). SGIFX (2.03) 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 : 33.87 vs. SGIFX (12.32). VGPMX return over 5 years is better than : 123.30 vs. SGIFX (34.81).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | 2.03 | 0.44 | 461% |
| Annual Report Gross Expense Ratio | 2.03 | 0.44 | 461% |
| Fund Existence | 8 years | 41 years | - |
| Gain YTD | 19.022 | 49.578 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 2.34B | 19% |
| Annual Yield % from dividends | 0.82 | 1.70 | 48% |
| Returns for 1 year | 12.32 | 33.87 | 36% |
| Returns for 3 years | 46.90 | 87.27 | 54% |
| Returns for 5 years | 34.81 | 123.30 | 28% |
| Returns for 10 years | N/A | 154.16 | - |
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