Interact to see
Advertisement
Advertisement
SCUPX vs SIIAX
SCUPX vs SIIAX Comparison
Open Charts SCUPX vs SIIAX
Principal SAM Flexible Income C
Price$12.59
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.25B
AlphaCentric Real Income A
Price$16.42
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets49.3M
SCUPX vs SIIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SCUPX vs. SIIAX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.25B vs. SIIAX (49.3M). SIIAX pays higher dividends than SCUPX: SIIAX (6.32) vs SCUPX (1.98). SCUPX was incepted earlier than SIIAX: SCUPX (24 years) vs SIIAX (4 years). SIIAX (2.43) 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 : 5.94 vs. SIIAX (3.06).
| SCUPX | SIIAX | SCUPX / SIIAX | |
| Total Expense Ratio | 1.80 | 1.76 | 102% |
| Annual Report Gross Expense Ratio | 1.80 | 2.43 | 74% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 6.777 | 3.398 | 199% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 49.3M | 4,570% |
| Annual Yield % from dividends | 1.98 | 6.32 | 31% |
| Returns for 1 year | 5.94 | 3.06 | 194% |
| Returns for 3 years | 19.89 | 27.40 | 73% |
| Returns for 5 years | 9.52 | N/A | - |
| Returns for 10 years | 24.63 | 58.93 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement