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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$32.88
Change+$0.32 (+0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Global Capital Cycles Investor
Price$12.89
Change+$0.11 (+0.86%)
VolumeN/A
CapitalizationN/A
SGISX vs VGPMX Comparison Chart
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SGISX vs. VGPMX commentary
Dec 23, 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 SGISX is a StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.48B vs. SGISX (370M). 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). SGISX annual gain was more profitable for investors over the last year : 7.34 vs. VGPMX (3.79). VGPMX return over 5 years is better than : 55.51 vs. SGISX (15.57).
| 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 | 6.255 | 5.165 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 1.48B | 25% |
| Annual Yield % from dividends | 2.48 | 3.26 | 76% |
| Returns for 1 year | 7.34 | 3.79 | 194% |
| Returns for 3 years | 5.90 | 17.64 | 33% |
| Returns for 5 years | 15.57 | 55.51 | 28% |
| Returns for 10 years | 35.68 | 52.82 | 68% |
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