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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$38.34
Change-$0.19 (-0.49%)
VolumeN/A
Net Assets456.9M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
SGIDX vs VGPMX Comparison Chart in %
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SGIDX vs. VGPMX commentary
Feb 05, 2026
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 SGIDX is a StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. SGIDX (457M). VGPMX pays higher dividends than SGIDX: VGPMX (2.36) vs SGIDX (1.48). SGIDX was incepted earlier than VGPMX: SGIDX (18 years) vs VGPMX (42 years). SGIDX (1.26) is less costly to investors than VGPMX (0.44). SGIDX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIDX has a lower initial minimum investment than VGPMX: SGIDX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 75.86 vs. SGIDX (16.59). VGPMX return over 5 years is better than : 135.64 vs. SGIDX (22.89).
| SGIDX | VGPMX | SGIDX / VGPMX | |
| Total Expense Ratio | 1.26 | 0.44 | 286% |
| Annual Report Gross Expense Ratio | 1.26 | 0.44 | 286% |
| Fund Existence | 18 years | 42 years | - |
| Gain YTD | 3.201 | 12.439 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 2.91B | 16% |
| Annual Yield % from dividends | 1.48 | 2.36 | 63% |
| Returns for 1 year | 16.59 | 75.86 | 22% |
| Returns for 3 years | 37.46 | 90.49 | 41% |
| Returns for 5 years | 22.89 | 135.64 | 17% |
| Returns for 10 years | 78.00 | 245.29 | 32% |
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