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EVCLX vs SAUPX
EVCLX vs SAUPX Comparison
Open Charts EVCLX vs SAUPX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.58M
Principal SAM Flexible Income A
Price$12.12
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.22B
EVCLX vs SAUPX Comparison Chart
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EVCLX vs. SAUPX commentary
May 25, 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 EVCLX is a StrongBuy and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.22B vs. EVCLX (48.6M). EVCLX pays higher dividends than SAUPX: EVCLX (3.90) vs SAUPX (2.82). EVCLX was incepted earlier than SAUPX: EVCLX (9 years) vs SAUPX (29 years). EVCLX (1.08) is less costly to investors than SAUPX (1.00). EVCLX is a more actively managed with annual turnover of: 52.00 vs. SAUPX (19.80). SAUPX has a lower initial minimum investment than EVCLX: SAUPX (1000) vs EVCLX (10000). SAUPX annual gain was more profitable for investors over the last year : 6.09 vs. EVCLX (5.70). SAUPX return over 5 years is better than : 14.25 vs. EVCLX (10.57).
| EVCLX | SAUPX | EVCLX / SAUPX | |
| Total Expense Ratio | 1.01 | 1.00 | 101% |
| Annual Report Gross Expense Ratio | 1.08 | 1.00 | 108% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 2.199 | 1.560 | 141% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 2.22B | 2% |
| Annual Yield % from dividends | 3.90 | 2.82 | 138% |
| Returns for 1 year | 5.70 | 6.09 | 94% |
| Returns for 3 years | 13.86 | 12.82 | 108% |
| Returns for 5 years | 10.57 | 14.25 | 74% |
| Returns for 10 years | N/A | 23.06 | - |
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