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SGISX vs VGPMX
SGISX vs VGPMX Comparison
Open Charts SGISX vs VGPMX
Steward Global Equity Income Fund I
Price$38.60
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets445.92M
Vanguard Global Capital Cycles Investor
Price$18.89
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets2.34B
SGISX vs VGPMX Comparison Chart in %
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SGISX vs. VGPMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. SGISX (446M). VGPMX (1.70) and SGISX (1.66) have matching dividends . SGISX was incepted earlier than VGPMX: SGISX (18 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 : 35.11 vs. SGISX (10.15). VGPMX return over 5 years is better than : 124.87 vs. SGISX (40.36).
| 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 | 41 years | - |
| Gain YTD | 18.853 | 49.578 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 2.34B | 19% |
| Annual Yield % from dividends | 1.66 | 1.70 | 98% |
| Returns for 1 year | 10.15 | 35.11 | 29% |
| Returns for 3 years | 46.95 | 86.35 | 54% |
| Returns for 5 years | 40.36 | 124.87 | 32% |
| Returns for 10 years | 65.86 | 158.86 | 41% |
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