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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$38.98
Change-$0.47 (-1.19%)
VolumeN/A
Net Assets450.62M
Vanguard Global Capital Cycles Investor
Price$19.37
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets2.47B
SGISX vs VGPMX Comparison Chart in %
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SGISX 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 SGISX is a StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. SGISX (451M). VGPMX (1.66) and SGISX (1.66) 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 : 47.27 vs. SGISX (14.70). VGPMX return over 5 years is better than : 125.70 vs. SGISX (38.07).
| 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 | 21.470 | 55.596 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 2.47B | 18% |
| Annual Yield % from dividends | 1.66 | 1.66 | 100% |
| Returns for 1 year | 14.70 | 47.27 | 31% |
| Returns for 3 years | 39.21 | 75.05 | 52% |
| Returns for 5 years | 38.07 | 125.70 | 30% |
| Returns for 10 years | 72.24 | 216.52 | 33% |
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