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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$38.21
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets425.26M
Vanguard Global Capital Cycles Investor
Price$15.81
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets1.72B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Jun 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. SGIFX (425M). VGPMX pays higher dividends than SGIFX: VGPMX (2.12) vs SGIFX (1.19). 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: 59.00 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 : 21.40 vs. SGIFX (11.33). VGPMX return over 5 years is better than : 114.09 vs. SGIFX (43.11).
| 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 | 10.480 | 25.190 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 1.72B | 25% |
| Annual Yield % from dividends | 1.19 | 2.12 | 56% |
| Returns for 1 year | 11.33 | 21.40 | 53% |
| Returns for 3 years | 23.71 | 46.39 | 51% |
| Returns for 5 years | 43.11 | 114.09 | 38% |
| Returns for 10 years | N/A | 90.04 | - |
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