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PGVFX vs VGPMX
PGVFX vs VGPMX Comparison
Open Charts PGVFX vs VGPMX
Polaris Global Value
Price$35.53
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets454.55M
Vanguard Global Capital Cycles Investor
Price$15.99
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets1.85B
PGVFX vs VGPMX Comparison Chart in %
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PGVFX vs. VGPMX commentary
Jul 27, 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 Hold and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.85B vs. PGVFX (455M). 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 : 21.66 vs. PGVFX (8.91). VGPMX return over 5 years is better than : 97.53 vs. PGVFX (64.70).
| 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 | 14.984 | 26.615 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 1.85B | 25% |
| Annual Yield % from dividends | 1.69 | 2.00 | 85% |
| Returns for 1 year | 8.91 | 21.66 | 41% |
| Returns for 3 years | 36.40 | 53.84 | 68% |
| Returns for 5 years | 64.70 | 97.53 | 66% |
| Returns for 10 years | 88.69 | 130.38 | 68% |
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