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SCUPX vs SIIAX
SCUPX vs SIIAX Comparison
Open Charts SCUPX vs SIIAX
Principal SAM Flexible Income C
Price$12.09
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.23B
AlphaCentric Real Income A
Price$16.18
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets50.08M
SCUPX vs SIIAX Comparison Chart
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SCUPX 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 SCUPX is a Hold and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.23B vs. SIIAX (50.1M). SIIAX pays higher dividends than SCUPX: SIIAX (6.47) vs SCUPX (2.04). SCUPX was incepted earlier than SIIAX: SCUPX (23 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than SCUPX (1.80). SIIAX is a more actively managed with annual turnover of: 44.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than SIIAX: SCUPX (1000) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 6.03 vs. SCUPX (5.38).
| SCUPX | SIIAX | SCUPX / SIIAX | |
| Total Expense Ratio | 1.80 | 1.76 | 102% |
| Annual Report Gross Expense Ratio | 1.80 | 2.29 | 79% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 2.330 | -0.089 | -2,615% |
| Front Load | N/A | 5% | - |
| 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 | 2.04 | 6.47 | 31% |
| Returns for 1 year | 5.38 | 6.03 | 89% |
| Returns for 3 years | 10.05 | 14.42 | 70% |
| Returns for 5 years | 7.74 | N/A | - |
| Returns for 10 years | 16.55 | 43.33 | 38% |
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