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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$32.06
Change-$0.28 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Global Capital Cycles Investor
Price$13.23
Change-$0.13 (-0.97%)
VolumeN/A
CapitalizationN/A
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Dec 19, 2024
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: 1.48B vs. SGIGX (387M). 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). SGIGX annual gain was more profitable for investors over the last year : 14.11 vs. VGPMX (8.00). VGPMX return over 5 years is better than : 59.42 vs. SGIGX (-25.41).
| 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 | 12.253 | 7.939 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 1.48B | 26% |
| Annual Yield % from dividends | 2.77 | 3.26 | 85% |
| Returns for 1 year | 14.11 | 8.00 | 176% |
| Returns for 3 years | 10.22 | 21.96 | 47% |
| Returns for 5 years | -25.41 | 59.42 | -43% |
| Returns for 10 years | N/A | 50.48 | - |
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