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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$40.58
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets456.9M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX 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 SGIFX is a StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. SGIFX (457M). VGPMX pays higher dividends than SGIFX: VGPMX (2.36) vs SGIFX (0.80). SGIFX was incepted earlier than VGPMX: SGIFX (8 years) vs VGPMX (42 years). SGIFX (2.02) is less costly to investors than VGPMX (0.44). SGIFX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIFX has a lower initial minimum investment than VGPMX: SGIFX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 75.86 vs. SGIFX (15.97). VGPMX return over 5 years is better than : 135.64 vs. SGIFX (18.38).
| SGIFX | VGPMX | SGIFX / VGPMX | |
| Total Expense Ratio | 2.02 | 0.44 | 459% |
| Annual Report Gross Expense Ratio | 2.02 | 0.44 | 459% |
| Fund Existence | 8 years | 42 years | - |
| Gain YTD | 3.123 | 12.439 | 25% |
| Front Load | N/A | 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 | 0.80 | 2.36 | 34% |
| Returns for 1 year | 15.97 | 75.86 | 21% |
| Returns for 3 years | 34.58 | 90.49 | 38% |
| Returns for 5 years | 18.38 | 135.64 | 14% |
| Returns for 10 years | N/A | 245.29 | - |
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