Ad is loading...
SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$36.81
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets400.78M
Vanguard Global Capital Cycles Investor
Price$13.85
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets1.43B
SGIFX vs VGPMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SGIFX vs. VGPMX commentary
Feb 23, 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: 1.43B vs. SGIFX (401M). VGPMX pays higher dividends than SGIFX: VGPMX (3.26) vs SGIFX (1.58). SGIFX was incepted earlier than VGPMX: SGIFX (7 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIFX (53.00). 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 : 17.30 vs. SGIFX (12.01). VGPMX return over 5 years is better than : 71.61 vs. SGIFX (17.33).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | 7.155 | 10.372 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 1.43B | 28% |
| Annual Yield % from dividends | 1.58 | 3.26 | 48% |
| Returns for 1 year | 12.01 | 17.30 | 69% |
| Returns for 3 years | 11.30 | 19.14 | 59% |
| Returns for 5 years | 17.33 | 71.61 | 24% |
| Returns for 10 years | N/A | 53.15 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers