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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$40.97
Change-$0.51 (-1.23%)
VolumeN/A
Net Assets450.62M
Vanguard Global Capital Cycles Investor
Price$19.37
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets2.47B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Nov 14, 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 SGIFX is a StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGIFX (451M). VGPMX pays higher dividends than SGIFX: VGPMX (1.66) vs SGIFX (0.82). 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 : 47.27 vs. SGIFX (13.73). VGPMX return over 5 years is better than : 125.70 vs. SGIFX (31.07).
| 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 | 20.416 | 55.596 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 2.47B | 18% |
| Annual Yield % from dividends | 0.82 | 1.66 | 49% |
| Returns for 1 year | 13.73 | 47.27 | 29% |
| Returns for 3 years | 35.30 | 75.05 | 47% |
| Returns for 5 years | 31.07 | 125.70 | 25% |
| Returns for 10 years | N/A | 216.52 | - |
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