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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$33.68
Change+$0.66 (+2.00%)
VolumeN/A
Net Assets360.86M
Vanguard Global Capital Cycles Investor
Price$13.39
Change+$0.48 (+3.72%)
VolumeN/A
Net Assets1.59B
SGIFX vs VGPMX Comparison Chart
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SGIFX vs. VGPMX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.59B vs. SGIFX (361M). VGPMX pays higher dividends than SGIFX: VGPMX (2.27) vs SGIFX (1.23). SGIFX was incepted earlier than VGPMX: SGIFX (7 years) vs VGPMX (41 years). SGIFX (2.03) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIFX (59.00). 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 : -0.64 vs. SGIFX (-3.69). VGPMX return over 5 years is better than : 93.98 vs. SGIFX (29.02).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | 2.03 | 0.44 | 461% |
| Annual Report Gross Expense Ratio | 2.03 | 0.44 | 461% |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | -4.678 | 2.226 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 1.59B | 23% |
| Annual Yield % from dividends | 1.23 | 2.27 | 54% |
| Returns for 1 year | -3.69 | -0.64 | 575% |
| Returns for 3 years | -3.34 | 5.09 | -66% |
| Returns for 5 years | 29.02 | 93.98 | 31% |
| Returns for 10 years | N/A | 49.80 | - |
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