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SAUPX vs WSDAX
SAUPX vs WSDAX Comparison
Open Charts SAUPX vs WSDAX
Principal SAM Flexible Income A
Price$12.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Westwood Multi-Asset Income A
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.69M
SAUPX vs WSDAX Comparison Chart
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SAUPX vs. WSDAX commentary
May 12, 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 WSDAX is a Buy.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.22B vs. WSDAX (106M). WSDAX pays higher dividends than SAUPX: WSDAX (5.89) vs SAUPX (2.82). SAUPX was incepted earlier than WSDAX: SAUPX (29 years) vs WSDAX (12 years). WSDAX (1.22) is less costly to investors than SAUPX (1.00). WSDAX is a more actively managed with annual turnover of: 65.00 vs. SAUPX (19.80). SAUPX initial investment is less costly to investors than WSDAX (3%) vs WSDAX (3%). SAUPX (1000) and WSDAX (1000) have matching initial minimum investment requirements. SAUPX (6.01) and WSDAX (5.99) have marching annual gain over last year. WSDAX return over 5 years is better than : 38.01 vs. SAUPX (14.45).
| SAUPX | WSDAX | SAUPX / WSDAX | |
| Total Expense Ratio | 1.00 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.22 | 82% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 1.308 | -1.405 | -93% |
| Front Load | 4% | 3% | 125% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 106M | 2,092% |
| Annual Yield % from dividends | 2.82 | 5.89 | 48% |
| Returns for 1 year | 6.01 | 5.99 | 100% |
| Returns for 3 years | 13.32 | 18.21 | 73% |
| Returns for 5 years | 14.45 | 38.01 | 38% |
| Returns for 10 years | 23.14 | 54.06 | 43% |
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