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SCUPX vs VASIX
SCUPX vs VASIX Comparison
Open Charts SCUPX vs VASIX
Principal SAM Flexible Income C
Price$12.59
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.25B
Vanguard LifeStrategy Income I
Price$15.86
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets3.96B
SCUPX vs VASIX Comparison Chart in %
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SCUPX vs. VASIX commentary
Sep 08, 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.96B vs. SCUPX (2.25B). VASIX pays higher dividends than SCUPX: VASIX (3.48) vs SCUPX (1.98). SCUPX was incepted earlier than VASIX: SCUPX (24 years) vs VASIX (31 years). SCUPX (1.80) is less costly to investors than VASIX (0.11). SCUPX is a more actively managed with annual turnover of: 19.80 vs. VASIX (5.00). SCUPX has a lower initial minimum investment than VASIX: SCUPX (1000) vs VASIX (3000). SCUPX annual gain was more profitable for investors over the last year : 5.94 vs. VASIX (3.63). SCUPX return over 5 years is better than : 9.52 vs. VASIX (4.41).
| SCUPX | VASIX | SCUPX / VASIX | |
| Total Expense Ratio | 1.80 | 0.11 | 1,636% |
| Annual Report Gross Expense Ratio | 1.80 | 0.11 | 1,636% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 6.777 | 7.029 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 3.96B | 57% |
| Annual Yield % from dividends | 1.98 | 3.48 | 57% |
| Returns for 1 year | 5.94 | 3.63 | 164% |
| Returns for 3 years | 19.89 | 17.06 | 117% |
| Returns for 5 years | 9.52 | 4.41 | 216% |
| Returns for 10 years | 24.63 | 32.92 | 75% |
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