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SCUPX vs SWLRX
SCUPX vs SWLRX Comparison
Open Charts SCUPX vs SWLRX
Principal SAM Flexible Income C
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
Schwab® Monthly Income Income Payout
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets61.09M
SCUPX vs SWLRX Comparison Chart in %
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SCUPX vs. SWLRX commentary
Aug 03, 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 SWLRX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.23B vs. SWLRX (61.1M). SWLRX pays higher dividends than SCUPX: SWLRX (4.85) vs SCUPX (1.99). SCUPX was incepted earlier than SWLRX: SCUPX (23 years) vs SWLRX (17 years). SCUPX (1.80) is less costly to investors than SWLRX (0.30). SCUPX is a more actively managed with annual turnover of: 19.80 vs. SWLRX (8.00). SWLRX has a lower initial minimum investment than SCUPX: SWLRX (0) vs SCUPX (1000). SCUPX annual gain was more profitable for investors over the last year : 5.48 vs. SWLRX (5.07). SCUPX return over 5 years is better than : 7.99 vs. SWLRX (5.00).
| SCUPX | SWLRX | SCUPX / SWLRX | |
| Total Expense Ratio | 1.80 | 0.16 | 1,125% |
| Annual Report Gross Expense Ratio | 1.80 | 0.30 | 600% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.384 | 4.938 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 61.1M | 3,648% |
| Annual Yield % from dividends | 1.99 | 4.85 | 41% |
| Returns for 1 year | 5.48 | 5.07 | 108% |
| Returns for 3 years | 13.58 | 11.24 | 121% |
| Returns for 5 years | 7.99 | 5.00 | 160% |
| Returns for 10 years | 19.07 | 20.24 | 94% |
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