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QBDAX vs SCUPX
QBDAX vs SCUPX Comparison
Open Charts QBDAX vs SCUPX
Quantified Managed Income Advisor
Price$8.37
Change-$0.04 (-0.48%)
VolumeN/A
Net Assets106.17M
Principal SAM Flexible Income C
Price$12.28
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets2.23B
QBDAX vs SCUPX Comparison Chart in %
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QBDAX vs. SCUPX commentary
Jul 13, 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 QBDAX is a Hold and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.24B vs. QBDAX (106M). QBDAX pays higher dividends than SCUPX: QBDAX (3.15) vs SCUPX (1.99). QBDAX was incepted earlier than SCUPX: QBDAX (9 years) vs SCUPX (23 years). QBDAX (2.26) is less costly to investors than SCUPX (1.80). QBDAX is a more actively managed with annual turnover of: 718.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than QBDAX: SCUPX (1000) vs QBDAX (10000). SCUPX annual gain was more profitable for investors over the last year : 5.49 vs. QBDAX (4.01). SCUPX return over 5 years is better than : 9.47 vs. QBDAX (-2.13).
| QBDAX | SCUPX | QBDAX / SCUPX | |
| Total Expense Ratio | 2.26 | 1.80 | 126% |
| Annual Report Gross Expense Ratio | 2.26 | 1.80 | 126% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.975 | 3.954 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 2.24B | 5% |
| Annual Yield % from dividends | 3.15 | 1.99 | 158% |
| Returns for 1 year | 4.01 | 5.49 | 73% |
| Returns for 3 years | 1.92 | 16.97 | 11% |
| Returns for 5 years | -2.13 | 9.47 | -22% |
| Returns for 10 years | N/A | 18.10 | - |
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