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PACDX vs SCUPX
PACDX vs SCUPX Comparison
Open Charts PACDX vs SCUPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.36
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets575.59M
Principal SAM Flexible Income C
Price$12.63
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.25B
PACDX vs SCUPX Comparison Chart in %
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PACDX 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 PACDX is a Buy and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.25B vs. PACDX (576M). PACDX pays higher dividends than SCUPX: PACDX (3.56) vs SCUPX (1.98). PACDX was incepted earlier than SCUPX: PACDX (13 years) vs SCUPX (24 years). SCUPX (1.80) is less costly to investors than PACDX (0.74). PACDX is a more actively managed with annual turnover of: 372.00 vs. SCUPX (19.80). PACDX has a lower initial minimum investment than SCUPX: PACDX (0) vs SCUPX (1000). PACDX annual gain was more profitable for investors over the last year : 6.91 vs. SCUPX (6.29). PACDX return over 5 years is better than : 12.48 vs. SCUPX (9.61).
| PACDX | SCUPX | PACDX / SCUPX | |
| Total Expense Ratio | 0.74 | 1.80 | 41% |
| Annual Report Gross Expense Ratio | 0.74 | 1.80 | 41% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.263 | 6.777 | 122% |
| 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 | 3.56 | 1.98 | 180% |
| Returns for 1 year | 6.91 | 6.29 | 110% |
| Returns for 3 years | 22.28 | 18.61 | 120% |
| Returns for 5 years | 12.48 | 9.61 | 130% |
| Returns for 10 years | 31.01 | 24.53 | 126% |
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