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SGIDX vs VGPMX
SGIDX vs VGPMX Comparison
Open Charts SGIDX vs VGPMX
Steward Global Equity Income Fund A
Price$39.35
Change+$0.23 (+0.59%)
VolumeN/A
Net Assets456.98M
Vanguard Global Capital Cycles Investor
Price$20.15
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets2.47B
SGIDX vs VGPMX Comparison Chart in %
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SGIDX vs. VGPMX commentary
Dec 05, 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 SGIDX is a StrongBuy and VGPMX is a Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGIDX (457M). VGPMX pays higher dividends than SGIDX: VGPMX (1.59) vs SGIDX (1.45). 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 : 48.36 vs. SGIDX (13.37). VGPMX return over 5 years is better than : 116.49 vs. SGIDX (28.64).
| 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 | 21.335 | 59.555 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 2.47B | 18% |
| Annual Yield % from dividends | 1.45 | 1.59 | 92% |
| Returns for 1 year | 13.37 | 48.36 | 28% |
| Returns for 3 years | 34.45 | 69.91 | 49% |
| Returns for 5 years | 28.64 | 116.49 | 25% |
| Returns for 10 years | 61.05 | 209.21 | 29% |
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