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PFIJX vs SCUPX
PFIJX vs SCUPX Comparison
Open Charts PFIJX vs SCUPX
Principal SAM Flexible Income J
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Principal SAM Flexible Income C
Price$11.96
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
PFIJX vs SCUPX Comparison Chart
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PFIJX vs. SCUPX commentary
May 11, 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 PFIJX is a Hold and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX (2.22B) and SCUPX (2.22B) have equal amount of cash in the bank . PFIJX pays higher dividends than SCUPX: PFIJX (3.01) vs SCUPX (2.05). PFIJX was incepted earlier than SCUPX: PFIJX (18 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than PFIJX (0.85). PFIJX (19.80) and SCUPX (19.80) have comparable annual turnover. PFIJX (1000) and SCUPX (1000) have matching initial minimum investment requirements. PFIJX annual gain was more profitable for investors over the last year : 6.07 vs. SCUPX (5.15). PFIJX return over 5 years is better than : 15.23 vs. SCUPX (10.20).
| PFIJX | SCUPX | PFIJX / SCUPX | |
| Total Expense Ratio | 0.85 | 1.80 | 47% |
| Annual Report Gross Expense Ratio | 0.85 | 1.80 | 47% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.290 | 0.961 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 2.22B | 100% |
| Annual Yield % from dividends | 3.01 | 2.05 | 147% |
| Returns for 1 year | 6.07 | 5.15 | 118% |
| Returns for 3 years | 13.84 | 10.85 | 128% |
| Returns for 5 years | 15.23 | 10.20 | 149% |
| Returns for 10 years | 24.81 | 14.00 | 177% |
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