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SCUPX vs WSDAX
SCUPX vs WSDAX Comparison
Open Charts SCUPX vs WSDAX
Principal SAM Flexible Income C
Price$11.96
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Westwood Multi-Asset Income A
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.69M
SCUPX vs WSDAX Comparison Chart
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SCUPX vs. WSDAX commentary
May 12, 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 WSDAX is a Buy.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.22B vs. WSDAX (106M). WSDAX pays higher dividends than SCUPX: WSDAX (5.89) vs SCUPX (2.05). SCUPX was incepted earlier than WSDAX: SCUPX (23 years) vs WSDAX (12 years). SCUPX (1.80) is less costly to investors than WSDAX (1.22). WSDAX is a more actively managed with annual turnover of: 65.00 vs. SCUPX (19.80). SCUPX (1000) and WSDAX (1000) have matching initial minimum investment requirements. WSDAX annual gain was more profitable for investors over the last year : 5.99 vs. SCUPX (5.24). WSDAX return over 5 years is better than : 38.01 vs. SCUPX (10.29).
| SCUPX | WSDAX | SCUPX / WSDAX | |
| Total Expense Ratio | 1.80 | 1.13 | 159% |
| Annual Report Gross Expense Ratio | 1.80 | 1.22 | 148% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 1.046 | -1.405 | -74% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 106M | 2,092% |
| Annual Yield % from dividends | 2.05 | 5.89 | 35% |
| Returns for 1 year | 5.24 | 5.99 | 87% |
| Returns for 3 years | 10.94 | 18.21 | 60% |
| Returns for 5 years | 10.29 | 38.01 | 27% |
| Returns for 10 years | 14.10 | 54.06 | 26% |
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