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PFIPX vs SAUPX
PFIPX vs SAUPX Comparison
Open Charts PFIPX vs SAUPX
Principal SAM Flexible Income R3
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Principal SAM Flexible Income A
Price$12.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
PFIPX vs SAUPX Comparison Chart
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PFIPX vs. SAUPX 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 PFIPX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.22B) and SAUPX (2.22B) have equal amount of cash in the bank . SAUPX pays higher dividends than PFIPX: SAUPX (2.82) vs PFIPX (2.56). PFIPX was incepted earlier than SAUPX: PFIPX (18 years) vs SAUPX (29 years). PFIPX (1.26) is less costly to investors than SAUPX (1.00). 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 : 5.92 vs. PFIPX (5.58). SAUPX return over 5 years is better than : 14.35 vs. PFIPX (12.99).
| PFIPX | SAUPX | PFIPX / SAUPX | |
| Total Expense Ratio | 1.26 | 1.00 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 1.130 | 1.225 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 2.22B | 100% |
| Annual Yield % from dividends | 2.56 | 2.82 | 91% |
| Returns for 1 year | 5.58 | 5.92 | 94% |
| Returns for 3 years | 12.51 | 13.23 | 95% |
| Returns for 5 years | 12.99 | 14.35 | 90% |
| Returns for 10 years | 20.01 | 23.04 | 87% |
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