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PFIPX vs SAUPX
PFIPX vs SAUPX Comparison
Open Charts PFIPX vs SAUPX
Principal SAM Flexible Income R3
Price$11.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
Principal SAM Flexible Income A
Price$11.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
PFIPX vs SAUPX Comparison Chart
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PFIPX vs. SAUPX commentary
Apr 19, 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 PFIPX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.19B) and SAUPX (2.19B) have equal amount of cash in the bank . SAUPX pays higher dividends than PFIPX: SAUPX (2.81) vs PFIPX (2.55). PFIPX was incepted earlier than SAUPX: PFIPX (18 years) vs SAUPX (29 years). PFIPX (1.25) is less costly to investors than SAUPX (1.01). PFIPX (19.80) and SAUPX (19.80) have comparable annual turnover. PFIPX has a lower initial minimum investment than SAUPX: PFIPX (0) vs SAUPX (1000). SAUPX annual gain was more profitable for investors over the last year : 6.16 vs. PFIPX (5.82). SAUPX return over 5 years is better than : 13.01 vs. PFIPX (11.47).
| PFIPX | SAUPX | PFIPX / SAUPX | |
| Total Expense Ratio | 1.25 | 1.01 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 1.01 | 124% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | -0.696 | -0.529 | 132% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 2.19B | 100% |
| Annual Yield % from dividends | 2.55 | 2.81 | 91% |
| Returns for 1 year | 5.82 | 6.16 | 95% |
| Returns for 3 years | 5.94 | 6.83 | 87% |
| Returns for 5 years | 11.47 | 13.01 | 88% |
| Returns for 10 years | 16.98 | 20.05 | 85% |
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