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PACCX vs SCUPX
PACCX vs SCUPX Comparison
Open Charts PACCX vs SCUPX
Putnam Dynamic Asset Allocation Cnsrv C
Price$11.06
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets575.59M
Principal SAM Flexible Income C
Price$12.63
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.25B
PACCX vs SCUPX Comparison Chart in %
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PACCX vs. SCUPX commentary
Sep 09, 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 PACCX is a Buy and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.25B vs. PACCX (576M). PACCX pays higher dividends than SCUPX: PACCX (2.82) vs SCUPX (1.98). PACCX was incepted earlier than SCUPX: PACCX (31 years) vs SCUPX (24 years). SCUPX (1.80) and PACCX (1.75) have similar cost to investors . PACCX is a more actively managed with annual turnover of: 372.00 vs. SCUPX (19.80). PACCX has a lower initial minimum investment than SCUPX: PACCX (0) vs SCUPX (1000). SCUPX annual gain was more profitable for investors over the last year : 6.29 vs. PACCX (5.67). SCUPX return over 5 years is better than : 9.61 vs. PACCX (6.57).
| PACCX | SCUPX | PACCX / SCUPX | |
| Total Expense Ratio | 1.75 | 1.80 | 97% |
| Annual Report Gross Expense Ratio | 1.75 | 1.80 | 97% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 7.415 | 6.777 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 2.25B | 26% |
| Annual Yield % from dividends | 2.82 | 1.98 | 143% |
| Returns for 1 year | 5.67 | 6.29 | 90% |
| Returns for 3 years | 18.24 | 18.61 | 98% |
| Returns for 5 years | 6.57 | 9.61 | 68% |
| Returns for 10 years | 18.73 | 24.53 | 76% |
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