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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$32.80
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets413.84M
Vanguard Global Capital Cycles Investor
Price$15.42
Change+$0.16 (+1.05%)
VolumeN/A
Net Assets1.72B
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. SGIGX (414M). SGIGX pays higher dividends than VGPMX: SGIGX (2.37) vs VGPMX (2.12). 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). SGIGX is a more actively managed with annual turnover of: 59.00 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 : 15.49 vs. SGIGX (8.08). VGPMX return over 5 years is better than : 96.91 vs. SGIGX (32.04).
| 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 | 8.337 | 20.834 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.72B | 24% |
| Annual Yield % from dividends | 2.37 | 2.12 | 112% |
| Returns for 1 year | 8.08 | 15.49 | 52% |
| Returns for 3 years | 15.50 | 28.04 | 55% |
| Returns for 5 years | 32.04 | 96.91 | 33% |
| Returns for 10 years | N/A | 70.58 | - |