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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$35.17
Change-$0.16 (-0.45%)
VolumeN/A
Net Assets446M
Vanguard Global Capital Cycles Investor
Price$16.68
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.85B
SGIGX vs VGPMX Comparison Chart in %
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SGIGX vs. VGPMX commentary
Sep 01, 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: 1.85B vs. SGIGX (446M). SGIGX pays higher dividends than VGPMX: SGIGX (2.05) vs VGPMX (1.90). SGIGX was incepted earlier than VGPMX: SGIGX (8 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: 37.00 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 : 22.63 vs. SGIGX (11.89). VGPMX return over 5 years is better than : 95.35 vs. SGIGX (37.42).
| SGIGX | VGPMX | SGIGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 0.90 | 0.44 | 205% |
| Fund Existence | 8 years | 41 years | - |
| Gain YTD | 16.569 | 32.079 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 1.85B | 24% |
| Annual Yield % from dividends | 2.05 | 1.90 | 108% |
| Returns for 1 year | 11.89 | 22.63 | 53% |
| Returns for 3 years | 32.44 | 58.22 | 56% |
| Returns for 5 years | 37.42 | 95.35 | 39% |
| Returns for 10 years | N/A | 148.61 | - |
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