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PFIPX vs SCUPX
PFIPX vs SCUPX Comparison
Open Charts PFIPX vs SCUPX
Principal SAM Flexible Income R3
Price$11.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
Principal SAM Flexible Income C
Price$11.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
PFIPX vs SCUPX Comparison Chart
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PFIPX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.19B) and SCUPX (2.19B) have equal amount of cash in the bank . PFIPX pays higher dividends than SCUPX: PFIPX (2.55) vs SCUPX (2.04). PFIPX was incepted earlier than SCUPX: PFIPX (18 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than PFIPX (1.25). 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 : 5.82 vs. SCUPX (5.29). PFIPX return over 5 years is better than : 11.47 vs. SCUPX (8.81).
| PFIPX | SCUPX | PFIPX / SCUPX | |
| Total Expense Ratio | 1.25 | 1.80 | 69% |
| Annual Report Gross Expense Ratio | 1.25 | 1.80 | 69% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.696 | -0.824 | 84% |
| Front Load | N/A | N/A | - |
| 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 | 2.04 | 125% |
| Returns for 1 year | 5.82 | 5.29 | 110% |
| Returns for 3 years | 5.94 | 4.44 | 134% |
| Returns for 5 years | 11.47 | 8.81 | 130% |
| Returns for 10 years | 16.98 | 11.21 | 151% |
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