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PGVFX vs VGPMX
PGVFX vs VGPMX Comparison
Open Charts PGVFX vs VGPMX
Polaris Global Value
Price$35.60
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets456.44M
Vanguard Global Capital Cycles Investor
Price$16.12
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.72B
PGVFX vs VGPMX Comparison Chart in %
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PGVFX vs. VGPMX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. PGVFX (456M). VGPMX pays higher dividends than PGVFX: VGPMX (2.00) vs PGVFX (1.69). 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 : 21.00 vs. PGVFX (11.16). VGPMX return over 5 years is better than : 112.33 vs. PGVFX (70.58).
| 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 | 15.210 | 27.644 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 1.72B | 27% |
| Annual Yield % from dividends | 1.69 | 2.00 | 85% |
| Returns for 1 year | 11.16 | 21.00 | 53% |
| Returns for 3 years | 39.52 | 51.91 | 76% |
| Returns for 5 years | 70.58 | 112.33 | 63% |
| Returns for 10 years | 88.72 | 94.22 | 94% |