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PGVFX vs VGPMX
PGVFX vs VGPMX Comparison
Open Charts PGVFX vs VGPMX
Polaris Global Value
Price$34.02
Change-$0.41 (-1.19%)
VolumeN/A
Net Assets437.22M
Vanguard Global Capital Cycles Investor
Price$15.65
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets1.72B
PGVFX vs VGPMX Comparison Chart
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PGVFX vs. VGPMX commentary
Jun 16, 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 StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. PGVFX (437M). VGPMX pays higher dividends than PGVFX: VGPMX (2.12) vs PGVFX (1.75). 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 : 20.54 vs. PGVFX (7.64). VGPMX return over 5 years is better than : 109.96 vs. PGVFX (63.01).
| 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 | 10.097 | 23.923 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 1.72B | 25% |
| Annual Yield % from dividends | 1.75 | 2.12 | 83% |
| Returns for 1 year | 7.64 | 20.54 | 37% |
| Returns for 3 years | 30.42 | 43.33 | 70% |
| Returns for 5 years | 63.01 | 109.96 | 57% |
| Returns for 10 years | 76.76 | 80.79 | 95% |
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