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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$35.18
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets442.49M
Vanguard Global Capital Cycles Investor
Price$19.02
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets2.47B
SGIGX vs VGPMX Comparison Chart in %
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SGIGX vs. VGPMX commentary
Nov 20, 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 SGIGX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGIGX (442M). SGIGX pays higher dividends than VGPMX: SGIGX (1.88) vs VGPMX (1.66). SGIGX was incepted earlier than VGPMX: SGIGX (8 years) vs VGPMX (42 years). SGIGX (0.91) is less costly to investors than VGPMX (0.44). SGIGX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIGX has a lower initial minimum investment than VGPMX: SGIGX (0) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 41.13 vs. SGIGX (12.81). VGPMX return over 5 years is better than : 118.30 vs. SGIGX (29.47).
| SGIGX | VGPMX | SGIGX / VGPMX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 0.91 | 0.44 | 207% |
| Fund Existence | 8 years | 42 years | - |
| Gain YTD | 17.912 | 51.003 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 2.47B | 18% |
| Annual Yield % from dividends | 1.88 | 1.66 | 113% |
| Returns for 1 year | 12.81 | 41.13 | 31% |
| Returns for 3 years | 35.10 | 70.48 | 50% |
| Returns for 5 years | 29.47 | 118.30 | 25% |
| Returns for 10 years | N/A | 207.66 | - |
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