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PGVFX vs VGPMX
PGVFX vs VGPMX Comparison
Open Charts PGVFX vs VGPMX
Polaris Global Value
Price$36.29
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets461.15M
Vanguard Global Capital Cycles Investor
Price$17.12
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets2.01B
PGVFX vs VGPMX Comparison Chart in %
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PGVFX vs. VGPMX commentary
Sep 09, 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 PGVFX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. PGVFX (461M). VGPMX pays higher dividends than PGVFX: VGPMX (1.90) vs PGVFX (1.64). PGVFX was incepted earlier than VGPMX: PGVFX (27 years) vs VGPMX (41 years). PGVFX (1.22) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. PGVFX (17.00). PGVFX has a lower initial minimum investment than VGPMX: PGVFX (2500) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 28.83 vs. PGVFX (8.99). VGPMX return over 5 years is better than : 101.31 vs. PGVFX (62.38).
| PGVFX | VGPMX | PGVFX / VGPMX | |
| Total Expense Ratio | 0.99 | 0.44 | 225% |
| Annual Report Gross Expense Ratio | 1.22 | 0.44 | 277% |
| Fund Existence | 27 years | 41 years | - |
| Gain YTD | 17.249 | 34.692 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 2.01B | 23% |
| Annual Yield % from dividends | 1.64 | 1.90 | 86% |
| Returns for 1 year | 8.99 | 28.83 | 31% |
| Returns for 3 years | 45.40 | 63.50 | 71% |
| Returns for 5 years | 62.38 | 101.31 | 62% |
| Returns for 10 years | 102.16 | 152.08 | 67% |
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