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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$38.48
Change-$0.18 (-0.47%)
VolumeN/A
Net Assets456.9M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
SGISX vs VGPMX Comparison Chart in %
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SGISX 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 SGISX is a StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. SGISX (457M). VGPMX pays higher dividends than SGISX: VGPMX (2.36) vs SGISX (1.67). 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 : 75.86 vs. SGISX (16.86). VGPMX return over 5 years is better than : 135.64 vs. SGISX (24.48).
| 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 | 3.216 | 12.439 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 2.91B | 16% |
| Annual Yield % from dividends | 1.67 | 2.36 | 71% |
| Returns for 1 year | 16.86 | 75.86 | 22% |
| Returns for 3 years | 38.62 | 90.49 | 43% |
| Returns for 5 years | 24.48 | 135.64 | 18% |
| Returns for 10 years | 83.45 | 245.29 | 34% |
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