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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$30.72
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets381.82M
Vanguard Global Capital Cycles Investor
Price$14.11
Change+$0.27 (+1.95%)
VolumeN/A
Net Assets1.59B
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Apr 25, 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 Buy and VGPMX is a Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.59B vs. SGIGX (382M). SGIGX pays higher dividends than VGPMX: SGIGX (2.46) vs VGPMX (2.27). SGIGX was incepted earlier than VGPMX: SGIGX (7 years) vs VGPMX (41 years). SGIGX (0.90) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIGX (59.00). 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 : 8.18 vs. SGIGX (3.67). VGPMX return over 5 years is better than : 102.55 vs. SGIGX (39.76).
| SGIGX | VGPMX | SGIGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 0.90 | 0.44 | 205% |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | 0.110 | 9.590 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 1.59B | 24% |
| Annual Yield % from dividends | 2.46 | 2.27 | 108% |
| Returns for 1 year | 3.67 | 8.18 | 45% |
| Returns for 3 years | 4.90 | 20.42 | 24% |
| Returns for 5 years | 39.76 | 102.55 | 39% |
| Returns for 10 years | N/A | 53.22 | - |
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