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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$31.17
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets381.51M
Vanguard Global Capital Cycles Investor
Price$13.09
Change+$0.13 (+1.00%)
VolumeN/A
Net Assets1.38B
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Jan 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 SGIGX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.38B vs. SGIGX (382M). VGPMX pays higher dividends than SGIGX: VGPMX (3.26) vs SGIGX (2.77). SGIGX was incepted earlier than VGPMX: SGIGX (7 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGIGX (53.00). 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 : 12.42 vs. SGIGX (11.21). VGPMX return over 5 years is better than : 58.45 vs. SGIGX (13.64).
| SGIGX | VGPMX | SGIGX / 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 | 2.668 | 3.642 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 1.38B | 28% |
| Annual Yield % from dividends | 2.77 | 3.26 | 85% |
| Returns for 1 year | 11.21 | 12.42 | 90% |
| Returns for 3 years | 3.32 | 15.59 | 21% |
| Returns for 5 years | 13.64 | 58.45 | 23% |
| Returns for 10 years | N/A | 34.42 | - |
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