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BKCPX vs SCUPX
BKCPX vs SCUPX Comparison
Open Charts BKCPX vs SCUPX
BlackRock 20/80 Target Allocation K
Price$11.56
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets435.44M
Principal SAM Flexible Income C
Price$12.32
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.24B
BKCPX vs SCUPX Comparison Chart in %
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BKCPX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.24B vs. BKCPX (435M). BKCPX pays higher dividends than SCUPX: BKCPX (4.18) vs SCUPX (1.99). BKCPX was incepted earlier than SCUPX: BKCPX (9 years) vs SCUPX (23 years). SCUPX (1.80) is less costly to investors than BKCPX (0.36). BKCPX is a more actively managed with annual turnover of: 94.00 vs. SCUPX (19.80). SCUPX has a lower initial minimum investment than BKCPX: SCUPX (1000) vs BKCPX (5000000). BKCPX annual gain was more profitable for investors over the last year : 6.51 vs. SCUPX (5.30). BKCPX (8.18) and SCUPX (7.99) have equivalent 5 years return.
| BKCPX | SCUPX | BKCPX / SCUPX | |
| Total Expense Ratio | 0.28 | 1.80 | 16% |
| Annual Report Gross Expense Ratio | 0.36 | 1.80 | 20% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.378 | 4.384 | 123% |
| Front Load | N/A | N/A | - |
| 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 | 1.99 | 210% |
| Returns for 1 year | 6.51 | 5.30 | 123% |
| Returns for 3 years | 14.79 | 12.69 | 117% |
| Returns for 5 years | 8.18 | 7.99 | 102% |
| Returns for 10 years | N/A | 18.78 | - |
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