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QBDSX vs SCUPX
QBDSX vs SCUPX Comparison
Open Charts QBDSX vs SCUPX
Quantified Managed Income Investor
Price$8.17
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets227.31M
Principal SAM Flexible Income C
Price$12.13
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets2.23B
QBDSX vs SCUPX Comparison Chart
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QBDSX vs. SCUPX commentary
Jun 15, 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 QBDSX is a Buy and SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.23B vs. QBDSX (227M). QBDSX pays higher dividends than SCUPX: QBDSX (3.86) vs SCUPX (2.04). QBDSX was incepted earlier than SCUPX: QBDSX (12 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than QBDSX (1.67). QBDSX is a more actively managed with annual turnover of: 718.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than QBDSX: SCUPX (1000) vs QBDSX (10000). SCUPX annual gain was more profitable for investors over the last year : 5.89 vs. QBDSX (4.99). SCUPX return over 5 years is better than : 9.90 vs. QBDSX (0.76).
| QBDSX | SCUPX | QBDSX / SCUPX | |
| Total Expense Ratio | 1.67 | 1.80 | 93% |
| Annual Report Gross Expense Ratio | 1.67 | 1.80 | 93% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.676 | 3.091 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.23B | 10% |
| Annual Yield % from dividends | 3.86 | 2.04 | 190% |
| Returns for 1 year | 4.99 | 5.89 | 85% |
| Returns for 3 years | 4.40 | 17.02 | 26% |
| Returns for 5 years | 0.76 | 9.90 | 8% |
| Returns for 10 years | 7.41 | 17.04 | 44% |
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