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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$32.30
Change-$0.29 (-0.89%)
VolumeN/A
Net Assets392.9M
Vanguard Global Capital Cycles Investor
Price$13.85
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets1.43B
SGIGX vs VGPMX Comparison Chart
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SGIGX vs. VGPMX commentary
Feb 23, 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: 1.43B vs. SGIGX (393M). 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 : 16.06 vs. SGIGX (10.69). VGPMX return over 5 years is better than : 70.50 vs. SGIGX (19.71).
| 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 | 6.390 | 9.660 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.43B | 27% |
| Annual Yield % from dividends | 2.77 | 3.26 | 85% |
| Returns for 1 year | 10.69 | 16.06 | 67% |
| Returns for 3 years | 13.53 | 19.58 | 69% |
| Returns for 5 years | 19.71 | 70.50 | 28% |
| Returns for 10 years | N/A | 50.73 | - |
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