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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$38.10
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets463.95M
Vanguard Global Capital Cycles Investor
Price$20.49
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets2.64B
SGISX vs VGPMX Comparison Chart in %
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SGISX 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 SGISX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.64B vs. SGISX (464M). SGISX (1.63) and VGPMX (1.59) have matching dividends . SGISX was incepted earlier than VGPMX: SGISX (18 years) vs VGPMX (42 years). SGISX (1.01) is less costly to investors than VGPMX (0.44). SGISX is a more actively managed with annual turnover of: 37.00 vs. VGPMX (32.00). VGPMX has a lower initial minimum investment than SGISX: VGPMX (3000) vs SGISX (100000). VGPMX annual gain was more profitable for investors over the last year : 57.33 vs. SGISX (15.63). VGPMX return over 5 years is better than : 116.02 vs. SGISX (27.60).
| SGISX | VGPMX | SGISX / VGPMX | |
| Total Expense Ratio | 1.01 | 0.44 | 230% |
| Annual Report Gross Expense Ratio | 1.01 | 0.44 | 230% |
| Fund Existence | 18 years | 42 years | - |
| Gain YTD | 17.314 | 62.248 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 2.64B | 18% |
| Annual Yield % from dividends | 1.63 | 1.59 | 103% |
| Returns for 1 year | 15.63 | 57.33 | 27% |
| Returns for 3 years | 43.53 | 72.92 | 60% |
| Returns for 5 years | 27.60 | 116.02 | 24% |
| Returns for 10 years | 69.22 | 229.03 | 30% |
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