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SGIGX vs VGPMX
SGIGX vs VGPMX Comparison
Open Charts SGIGX vs VGPMX
Steward Global Equity Income Fund R6
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets456.9M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
SGIGX vs VGPMX Comparison Chart in %
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SGIGX 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 SGIGX is a StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. SGIGX (457M). VGPMX pays higher dividends than SGIGX: VGPMX (2.36) vs SGIGX (1.90). SGIGX was incepted earlier than VGPMX: SGIGX (8 years) vs VGPMX (42 years). SGIGX (0.91) is less costly to investors than VGPMX (0.44). SGIGX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). SGIGX has a lower initial minimum investment than VGPMX: SGIGX (0) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 75.86 vs. SGIGX (16.51). VGPMX return over 5 years is better than : 135.64 vs. SGIGX (21.17).
| SGIGX | VGPMX | SGIGX / VGPMX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 0.91 | 0.44 | 207% |
| Fund Existence | 8 years | 42 years | - |
| Gain YTD | 3.213 | 12.439 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 2.91B | 16% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 16.51 | 75.86 | 22% |
| Returns for 3 years | 38.30 | 90.49 | 42% |
| Returns for 5 years | 21.17 | 135.64 | 16% |
| Returns for 10 years | N/A | 245.29 | - |
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