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MRCVX vs SAUPX
MRCVX vs SAUPX Comparison
Open Charts MRCVX vs SAUPX
MassMutual 20/80 Allocation R3
Price$8.85
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets172.55M
Principal SAM Flexible Income A
Price$12.12
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.22B
MRCVX vs SAUPX Comparison Chart
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MRCVX vs. SAUPX commentary
May 24, 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 MRCVX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.22B vs. MRCVX (173M). MRCVX (2.86) and SAUPX (2.82) have matching dividends . MRCVX was incepted earlier than SAUPX: MRCVX (11 years) vs SAUPX (29 years). MRCVX (1.27) is less costly to investors than SAUPX (1.00). MRCVX has a lower initial minimum investment than SAUPX: MRCVX (0) vs SAUPX (1000). SAUPX annual gain was more profitable for investors over the last year : 6.09 vs. MRCVX (5.38). SAUPX return over 5 years is better than : 14.25 vs. MRCVX (5.19).
| MRCVX | SAUPX | MRCVX / SAUPX | |
| Total Expense Ratio | 1.27 | 1.00 | 127% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 1.607 | 1.560 | 103% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 2.22B | 8% |
| Annual Yield % from dividends | 2.86 | 2.82 | 102% |
| Returns for 1 year | 5.38 | 6.09 | 88% |
| Returns for 3 years | 7.36 | 12.82 | 57% |
| Returns for 5 years | 5.19 | 14.25 | 36% |
| Returns for 10 years | 14.77 | 23.06 | 64% |
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