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PFIPX vs SCUPX
PFIPX vs SCUPX Comparison
Open Charts PFIPX vs SCUPX
Principal SAM Flexible Income R3
Price$12.02
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
PFIPX vs SCUPX Comparison Chart
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PFIPX 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 PFIPX is a Hold and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.22B) and SCUPX (2.22B) have equal amount of cash in the bank . PFIPX pays higher dividends than SCUPX: PFIPX (2.56) vs SCUPX (2.05). PFIPX was incepted earlier than SCUPX: PFIPX (18 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than PFIPX (1.26). PFIPX (19.80) and SCUPX (19.80) have comparable annual turnover. PFIPX has a lower initial minimum investment than SCUPX: PFIPX (0) vs SCUPX (1000). PFIPX annual gain was more profitable for investors over the last year : 5.67 vs. SCUPX (5.24). PFIPX return over 5 years is better than : 13.08 vs. SCUPX (10.29).
| PFIPX | SCUPX | PFIPX / SCUPX | |
| Total Expense Ratio | 1.26 | 1.80 | 70% |
| Annual Report Gross Expense Ratio | 1.26 | 1.80 | 70% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.214 | 1.046 | 116% |
| Front Load | N/A | N/A | - |
| 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 | 2.05 | 125% |
| Returns for 1 year | 5.67 | 5.24 | 108% |
| Returns for 3 years | 12.60 | 10.94 | 115% |
| Returns for 5 years | 13.08 | 10.29 | 127% |
| Returns for 10 years | 20.11 | 14.10 | 143% |
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