PACCX
Price
$11.13
Change
+$0.01 (+0.09%)
Updated
Oct 17 closing price
Net Assets
588.47M
SAUPX
Price
$12.88
Change
+$0.01 (+0.08%)
Updated
Oct 17 closing price
Net Assets
2.24B
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PACCX vs SAUPX

Header iconPACCX vs SAUPX Comparison
Open Charts PACCX vs SAUPXBanner chart's image
Putnam Dynamic Asset Allocation Cnsrv C
Price$11.13
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets588.47M
Principal SAM Flexible Income A
Price$12.88
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.24B
PACCX vs SAUPX Comparison Chart in %
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PACCX vs. SAUPX commentary
Oct 20, 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 PACCX is a StrongBuy and SAUPX is a Hold.

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FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.24B vs. PACCX (588M). SAUPX (2.71) and PACCX (2.65) have matching dividends . PACCX was incepted earlier than SAUPX: PACCX (31 years) vs SAUPX (29 years). PACCX (1.75) is less costly to investors than SAUPX (1.00). PACCX is a more actively managed with annual turnover of: 372.00 vs. SAUPX (19.80). PACCX has a lower initial minimum investment than SAUPX: PACCX (0) vs SAUPX (1000). SAUPX annual gain was more profitable for investors over the last year : 7.38 vs. PACCX (5.46). SAUPX return over 5 years is better than : 14.29 vs. PACCX (6.83).
PACCXSAUPXPACCX / SAUPX
Total Expense Ratio1.751.00175%
Annual Report Gross Expense Ratio1.751.00175%
Fund Existence31 years29 years-
Gain YTD8.4878.70398%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets588M2.24B26%
Annual Yield % from dividends2.652.7198%
Returns for 1 year5.467.3874%
Returns for 3 years25.9929.9887%
Returns for 5 years6.8314.2948%
Returns for 10 years18.7834.5354%
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