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SCUPX vs SIIAX
SCUPX vs SIIAX Comparison
Open Charts SCUPX vs SIIAX
Principal SAM Flexible Income C
Price$12.45
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.24B
AlphaCentric Real Income A
Price$16.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.52M
SCUPX vs SIIAX Comparison Chart in %
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SCUPX vs. SIIAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.24B vs. SIIAX (49.5M). SIIAX pays higher dividends than SCUPX: SIIAX (6.40) vs SCUPX (1.99). 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: 144.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than SIIAX: SCUPX (1000) vs SIIAX (2500). SCUPX annual gain was more profitable for investors over the last year : 5.70 vs. SIIAX (3.76).
| 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 | 5.486 | 2.230 | 246% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 49.5M | 4,529% |
| Annual Yield % from dividends | 1.99 | 6.40 | 31% |
| Returns for 1 year | 5.70 | 3.76 | 152% |
| Returns for 3 years | 13.19 | 17.13 | 77% |
| Returns for 5 years | 8.69 | N/A | - |
| Returns for 10 years | 20.72 | 46.92 | 44% |
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