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SAUPX vs SIIAX
SAUPX vs SIIAX Comparison
Open Charts SAUPX vs SIIAX
Principal SAM Flexible Income A
Price$12.23
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.23B
AlphaCentric Real Income A
Price$16.18
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets50.08M
SAUPX vs SIIAX Comparison Chart
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SAUPX vs. SIIAX commentary
Jun 07, 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 SAUPX is a Hold and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.23B vs. SIIAX (50.1M). SIIAX pays higher dividends than SAUPX: SIIAX (6.47) vs SAUPX (2.79). SAUPX was incepted earlier than SIIAX: SAUPX (29 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than SAUPX (1.00). SIIAX is a more actively managed with annual turnover of: 44.00 vs. SAUPX (19.80). SIIAX initial investment is less costly to investors than SAUPX (4%) vs SAUPX (4%). SAUPX has a lower initial minimum investment than SIIAX: SAUPX (1000) vs SIIAX (2500). SAUPX (6.23) and SIIAX (6.03) have marching annual gain over last year.
| SAUPX | SIIAX | SAUPX / SIIAX | |
| Total Expense Ratio | 1.00 | 1.76 | 57% |
| Annual Report Gross Expense Ratio | 1.00 | 2.29 | 44% |
| Fund Existence | 29 years | 4 years | - |
| Gain YTD | 2.728 | -0.089 | -3,063% |
| Front Load | 4% | 5% | 79% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 50.1M | 4,447% |
| Annual Yield % from dividends | 2.79 | 6.47 | 43% |
| Returns for 1 year | 6.23 | 6.03 | 103% |
| Returns for 3 years | 12.54 | 14.42 | 87% |
| Returns for 5 years | 11.82 | N/A | - |
| Returns for 10 years | 25.77 | 43.33 | 59% |
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