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SAUPX vs SIIAX
SAUPX vs SIIAX Comparison
Open Charts SAUPX vs SIIAX
Principal SAM Flexible Income A
Price$12.09
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets2.22B
AlphaCentric Real Income A
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets50.43M
SAUPX vs SIIAX Comparison Chart
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SAUPX vs. SIIAX commentary
May 09, 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: 2.22B vs. SIIAX (50.4M). SIIAX pays higher dividends than SAUPX: SIIAX (6.56) vs SAUPX (2.82). 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 annual gain was more profitable for investors over the last year : 6.37 vs. SIIAX (4.19).
| 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 | 1.392 | -2.231 | -62% |
| Front Load | 4% | 5% | 79% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 50.4M | 4,409% |
| Annual Yield % from dividends | 2.82 | 6.56 | 43% |
| Returns for 1 year | 6.37 | 4.19 | 152% |
| Returns for 3 years | 13.62 | 15.17 | 90% |
| Returns for 5 years | 14.54 | N/A | - |
| Returns for 10 years | 23.15 | 36.86 | 63% |
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