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BKCPX vs SAUPX
BKCPX vs SAUPX Comparison
Open Charts BKCPX vs SAUPX
BlackRock 20/80 Target Allocation K
Price$11.56
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets435.44M
Principal SAM Flexible Income A
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.24B
BKCPX vs SAUPX Comparison Chart in %
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BKCPX vs. SAUPX commentary
Aug 01, 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 BKCPX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.24B vs. BKCPX (435M). BKCPX pays higher dividends than SAUPX: BKCPX (4.18) vs SAUPX (2.74). BKCPX was incepted earlier than SAUPX: BKCPX (9 years) vs SAUPX (29 years). SAUPX (1.00) is less costly to investors than BKCPX (0.36). BKCPX is a more actively managed with annual turnover of: 94.00 vs. SAUPX (19.80). SAUPX has a lower initial minimum investment than BKCPX: SAUPX (1000) vs BKCPX (5000000). BKCPX annual gain was more profitable for investors over the last year : 6.51 vs. SAUPX (6.16). SAUPX return over 5 years is better than : 12.17 vs. BKCPX (8.18).
| BKCPX | SAUPX | BKCPX / SAUPX | |
| Total Expense Ratio | 0.28 | 1.00 | 28% |
| Annual Report Gross Expense Ratio | 0.36 | 1.00 | 36% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 5.378 | 4.903 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 2.24B | 19% |
| Annual Yield % from dividends | 4.18 | 2.74 | 152% |
| Returns for 1 year | 6.51 | 6.16 | 106% |
| Returns for 3 years | 14.79 | 15.35 | 96% |
| Returns for 5 years | 8.18 | 12.17 | 67% |
| Returns for 10 years | N/A | 28.14 | - |
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