PACDX
Price
$11.45
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
Interact to see
Advertisement

PACDX vs SAUPX

Header iconPACDX vs SAUPX Comparison
Open Charts PACDX vs SAUPXBanner chart's image
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.45
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
PACDX vs SAUPX Comparison Chart in %
View a ticker or compare two or three
VS
PACDX 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 PACDX is a StrongBuy and SAUPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.24B vs. PACDX (588M). PACDX pays higher dividends than SAUPX: PACDX (3.28) vs SAUPX (2.71). PACDX was incepted earlier than SAUPX: PACDX (13 years) vs SAUPX (29 years). SAUPX (1.00) is less costly to investors than PACDX (0.74). PACDX is a more actively managed with annual turnover of: 372.00 vs. SAUPX (19.80). PACDX has a lower initial minimum investment than SAUPX: PACDX (0) vs SAUPX (1000). SAUPX annual gain was more profitable for investors over the last year : 7.38 vs. PACDX (6.59). SAUPX return over 5 years is better than : 14.29 vs. PACDX (12.85).
PACDXSAUPXPACDX / SAUPX
Total Expense Ratio0.741.0074%
Annual Report Gross Expense Ratio0.741.0074%
Fund Existence13 years29 years-
Gain YTD9.5068.703109%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets588M2.24B26%
Annual Yield % from dividends3.282.71121%
Returns for 1 year6.597.3889%
Returns for 3 years30.2729.98101%
Returns for 5 years12.8514.2990%
Returns for 10 years31.0634.5390%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
OMAH19.030.23
+1.22%
Vistashares Target 15 Berkshire Select Income ETF
TPLE27.74N/A
N/A
Timothy Plan US Large/Mid CAP Core Enhanced ETF
CGBL34.75-0.01
-0.03%
Capital Group Core Balanced ETF
STXT20.41-0.04
-0.17%
Strive Total Return Bond ETF
GXC100.99-0.46
-0.45%
SPDR® S&P China ETF