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EVFCX vs SCUPX
EVFCX vs SCUPX Comparison
Open Charts EVFCX vs SCUPX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.73
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets48.59M
Principal SAM Flexible Income C
Price$11.97
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.22B
EVFCX vs SCUPX Comparison Chart
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EVFCX vs. SCUPX commentary
May 05, 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.22B vs. EVFCX (48.6M). EVFCX pays higher dividends than SCUPX: EVFCX (3.46) vs SCUPX (2.05). EVFCX was incepted earlier than SCUPX: EVFCX (9 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than EVFCX (1.47). EVFCX is a more actively managed with annual turnover of: 52.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than EVFCX: SCUPX (1000) vs EVFCX (10000). SCUPX annual gain was more profitable for investors over the last year : 6.70 vs. EVFCX (5.70). SCUPX return over 5 years is better than : 11.24 vs. EVFCX (10.50).
| EVFCX | SCUPX | EVFCX / SCUPX | |
| Total Expense Ratio | 1.40 | 1.80 | 78% |
| Annual Report Gross Expense Ratio | 1.47 | 1.80 | 82% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.354 | 1.130 | 120% |
| Front Load | N/A | N/A | - |
| 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 | 3.46 | 2.05 | 169% |
| Returns for 1 year | 5.70 | 6.70 | 85% |
| Returns for 3 years | 10.23 | 9.21 | 111% |
| Returns for 5 years | 10.50 | 11.24 | 93% |
| Returns for 10 years | 14.54 | 14.19 | 102% |
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