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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$38.34
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets427.71M
Vanguard Global Capital Cycles Investor
Price$15.78
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.85B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Jul 19, 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: 1.85B vs. SGIFX (428M). VGPMX pays higher dividends than SGIFX: VGPMX (2.00) vs SGIFX (1.01). 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 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 : 16.07 vs. SGIFX (7.69). VGPMX return over 5 years is better than : 99.07 vs. SGIFX (34.74).
| 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 | 11.087 | 25.110 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 1.85B | 23% |
| Annual Yield % from dividends | 1.01 | 2.00 | 51% |
| Returns for 1 year | 7.69 | 16.07 | 48% |
| Returns for 3 years | 26.44 | 56.02 | 47% |
| Returns for 5 years | 34.74 | 99.07 | 35% |
| Returns for 10 years | N/A | 123.91 | - |
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