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LBETX vs SCUPX
LBETX vs SCUPX Comparison
Open Charts LBETX vs SCUPX
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
Principal SAM Flexible Income C
Price$12.09
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.23B
LBETX vs SCUPX Comparison Chart
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LBETX vs. SCUPX commentary
Jun 08, 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 StrongBuy and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.23B vs. LBETX (15M). SCUPX pays higher dividends than LBETX: SCUPX (2.04) vs LBETX (0.93). LBETX was incepted earlier than SCUPX: LBETX (8 years) vs SCUPX (23 years). LBETX (3.03) is less costly to investors than SCUPX (1.80). LBETX is a more actively managed with annual turnover of: 355.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than LBETX: SCUPX (1000) vs LBETX (5000). SCUPX annual gain was more profitable for investors over the last year : 5.29 vs. LBETX (3.98). LBETX return over 5 years is better than : 17.89 vs. SCUPX (7.65).
| LBETX | SCUPX | LBETX / SCUPX | |
| Total Expense Ratio | 2.79 | 1.80 | 155% |
| Annual Report Gross Expense Ratio | 3.03 | 1.80 | 168% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -0.886 | 2.245 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15M | 2.23B | 1% |
| Annual Yield % from dividends | 0.93 | 2.04 | 45% |
| Returns for 1 year | 3.98 | 5.29 | 75% |
| Returns for 3 years | 19.75 | 9.96 | 198% |
| Returns for 5 years | 17.89 | 7.65 | 234% |
| Returns for 10 years | N/A | 16.45 | - |
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