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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$30.16
Change-$1.38 (-4.38%)
VolumeN/A
Net Assets392.48M
Vanguard Global Capital Cycles Investor
Price$13.69
Change-$0.29 (-2.07%)
VolumeN/A
Net Assets1.51B
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.51B vs. SGIGX (392M). 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 : 8.09 vs. SGIGX (4.43). VGPMX return over 5 years is better than : 130.18 vs. SGIGX (61.16).
| 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 | 4.207 | 10.699 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 1.51B | 26% |
| Annual Yield % from dividends | 2.46 | 2.27 | 108% |
| Returns for 1 year | 4.43 | 8.09 | 55% |
| Returns for 3 years | 6.25 | 12.08 | 52% |
| Returns for 5 years | 61.16 | 130.18 | 47% |
| Returns for 10 years | N/A | 60.96 | - |
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