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LBETX vs SAUPX
LBETX vs SAUPX Comparison
Open Charts LBETX vs SAUPX
LGM Risk Managed Total Return Ins
Price$11.33
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets15.1M
Principal SAM Flexible Income A
Price$12.64
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.24B
LBETX vs SAUPX Comparison Chart in %
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LBETX vs. SAUPX commentary
Aug 27, 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 LBETX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.24B vs. LBETX (15.1M). SAUPX pays higher dividends than LBETX: SAUPX (2.74) vs LBETX (0.91). LBETX was incepted earlier than SAUPX: LBETX (8 years) vs SAUPX (29 years). LBETX (3.03) is less costly to investors than SAUPX (1.00). LBETX is a more actively managed with annual turnover of: 169.00 vs. SAUPX (19.80). SAUPX has a lower initial minimum investment than LBETX: SAUPX (1000) vs LBETX (5000). SAUPX annual gain was more profitable for investors over the last year : 5.93 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. SAUPX (12.52).
| LBETX | SAUPX | LBETX / SAUPX | |
| Total Expense Ratio | 2.79 | 1.00 | 279% |
| Annual Report Gross Expense Ratio | 3.03 | 1.00 | 303% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 0.443 | 6.585 | 7% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 2.24B | 1% |
| Annual Yield % from dividends | 0.91 | 2.74 | 33% |
| Returns for 1 year | 2.36 | 5.93 | 40% |
| Returns for 3 years | 22.65 | 19.03 | 119% |
| Returns for 5 years | 22.00 | 12.52 | 176% |
| Returns for 10 years | N/A | 33.09 | - |
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