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EVFCX vs SAUPX
EVFCX vs SAUPX Comparison
Open Charts EVFCX vs SAUPX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.95
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets48.9M
Principal SAM Flexible Income A
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.23B
EVFCX vs SAUPX Comparison Chart
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EVFCX vs. SAUPX commentary
Jun 17, 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 EVFCX is a StrongBuy and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.23B vs. EVFCX (48.9M). EVFCX pays higher dividends than SAUPX: EVFCX (3.40) vs SAUPX (2.79). EVFCX was incepted earlier than SAUPX: EVFCX (9 years) vs SAUPX (29 years). EVFCX (1.47) is less costly to investors than SAUPX (1.00). EVFCX is a more actively managed with annual turnover of: 52.00 vs. SAUPX (19.80). SAUPX has a lower initial minimum investment than EVFCX: SAUPX (1000) vs EVFCX (10000). SAUPX (6.22) and EVFCX (5.98) have marching annual gain over last year. SAUPX return over 5 years is better than : 13.49 vs. EVFCX (7.73).
| EVFCX | SAUPX | EVFCX / SAUPX | |
| Total Expense Ratio | 1.40 | 1.00 | 140% |
| Annual Report Gross Expense Ratio | 1.47 | 1.00 | 147% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 3.437 | 2.980 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 2.23B | 2% |
| Annual Yield % from dividends | 3.40 | 2.79 | 122% |
| Returns for 1 year | 5.98 | 6.22 | 96% |
| Returns for 3 years | 16.97 | 19.11 | 89% |
| Returns for 5 years | 7.73 | 13.49 | 57% |
| Returns for 10 years | 16.53 | 25.67 | 64% |
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