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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$38.52
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets449.75M
Vanguard Global Capital Cycles Investor
Price$17.01
Change+$0.21 (+1.25%)
VolumeN/A
Net Assets2.01B
SGISX vs VGPMX Comparison Chart in %
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SGISX vs. VGPMX commentary
Sep 08, 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: 2.01B vs. SGISX (450M). VGPMX (1.90) and SGISX (1.81) have matching dividends . SGISX was incepted earlier than VGPMX: SGISX (17 years) vs VGPMX (41 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 : 28.83 vs. SGISX (15.10). VGPMX return over 5 years is better than : 101.31 vs. SGISX (44.48).
| SGISX | VGPMX | SGISX / VGPMX | |
| Total Expense Ratio | 1.01 | 0.44 | 230% |
| Annual Report Gross Expense Ratio | 1.01 | 0.44 | 230% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 17.791 | 34.692 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 2.01B | 22% |
| Annual Yield % from dividends | 1.81 | 1.90 | 95% |
| Returns for 1 year | 15.10 | 28.83 | 52% |
| Returns for 3 years | 39.68 | 63.50 | 62% |
| Returns for 5 years | 44.48 | 101.31 | 44% |
| Returns for 10 years | 72.03 | 152.08 | 47% |
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