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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$34.21
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets387.56M
Vanguard Global Capital Cycles Investor
Price$13.16
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets1.38B
SGISX vs VGPMX Comparison Chart
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SGISX vs. VGPMX commentary
Jan 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 SGISX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.38B vs. SGISX (388M). VGPMX pays higher dividends than SGISX: VGPMX (3.26) vs SGISX (2.48). SGISX was incepted earlier than VGPMX: SGISX (17 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. SGISX (53.00). VGPMX has a lower initial minimum investment than SGISX: VGPMX (3000) vs SGISX (100000). VGPMX (11.87) and SGISX (11.36) have marching annual gain over last year. VGPMX return over 5 years is better than : 62.20 vs. SGISX (18.79).
| SGISX | VGPMX | SGISX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 4.045 | 4.196 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 1.38B | 28% |
| Annual Yield % from dividends | 2.48 | 3.26 | 76% |
| Returns for 1 year | 11.36 | 11.87 | 96% |
| Returns for 3 years | 9.79 | 17.75 | 55% |
| Returns for 5 years | 18.79 | 62.20 | 30% |
| Returns for 10 years | 42.72 | 41.88 | 102% |