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SGIFX vs VGPMX
SGIFX vs VGPMX Comparison
Open Charts SGIFX vs VGPMX
Steward Global Equity Income Fund C
Price$40.23
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets463.43M
Vanguard Global Capital Cycles Investor
Price$20.49
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets2.64B
SGIFX vs VGPMX Comparison Chart in %
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SGIFX vs. VGPMX commentary
Dec 28, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.64B vs. SGIFX (463M). VGPMX pays higher dividends than SGIFX: VGPMX (1.59) vs SGIFX (0.81). 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 : 57.33 vs. SGIFX (15.01). VGPMX return over 5 years is better than : 116.02 vs. SGIFX (21.58).
| 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 | 16.671 | 62.248 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 2.64B | 18% |
| Annual Yield % from dividends | 0.81 | 1.59 | 51% |
| Returns for 1 year | 15.01 | 57.33 | 26% |
| Returns for 3 years | 39.70 | 72.92 | 54% |
| Returns for 5 years | 21.58 | 116.02 | 19% |
| Returns for 10 years | N/A | 229.03 | - |
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