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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$37.64
Change+$0.28 (+0.75%)
VolumeN/A
Net Assets414.16M
Vanguard Global Capital Cycles Investor
Price$15.44
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.72B
SGIFX vs VGPMX Comparison Chart
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SGIFX vs. VGPMX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. SGIFX (414M). VGPMX pays higher dividends than SGIFX: VGPMX (2.12) vs SGIFX (1.19). 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). 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 : 16.00 vs. SGIFX (7.30). VGPMX return over 5 years is better than : 98.97 vs. SGIFX (28.48).
| 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 | 7.851 | 22.101 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.72B | 24% |
| Annual Yield % from dividends | 1.19 | 2.12 | 56% |
| Returns for 1 year | 7.30 | 16.00 | 46% |
| Returns for 3 years | 12.41 | 28.10 | 44% |
| Returns for 5 years | 28.48 | 98.97 | 29% |
| Returns for 10 years | N/A | 73.30 | - |
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