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LBETX vs SCUPX
LBETX vs SCUPX Comparison
Open Charts LBETX vs SCUPX
LGM Risk Managed Total Return Ins
Price$11.33
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets15.1M
Principal SAM Flexible Income C
Price$12.49
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.24B
LBETX vs SCUPX Comparison Chart in %
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LBETX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.24B vs. LBETX (15.1M). SCUPX pays higher dividends than LBETX: SCUPX (1.99) vs LBETX (0.91). LBETX was incepted earlier than SCUPX: LBETX (8 years) vs SCUPX (24 years). LBETX (3.03) is less costly to investors than SCUPX (1.80). LBETX is a more actively managed with annual turnover of: 169.00 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 : 5.08 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. SCUPX (8.42).
| 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 | 24 years | - |
| Gain YTD | 0.443 | 5.994 | 7% |
| Front Load | N/A | N/A | - |
| 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 | 1.99 | 46% |
| Returns for 1 year | 2.36 | 5.08 | 46% |
| Returns for 3 years | 22.65 | 16.35 | 139% |
| Returns for 5 years | 22.00 | 8.42 | 261% |
| Returns for 10 years | N/A | 23.22 | - |
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