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PACDX vs SCUPX
PACDX vs SCUPX Comparison
Open Charts PACDX vs SCUPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets588.47M
Principal SAM Flexible Income C
Price$12.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
PACDX vs SCUPX Comparison Chart in %
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PACDX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.24B vs. PACDX (588M). PACDX pays higher dividends than SCUPX: PACDX (3.28) vs SCUPX (1.97). PACDX was incepted earlier than SCUPX: PACDX (13 years) vs SCUPX (24 years). SCUPX (1.80) is less costly to investors than PACDX (0.74). PACDX is a more actively managed with annual turnover of: 372.00 vs. SCUPX (19.80). PACDX has a lower initial minimum investment than SCUPX: PACDX (0) vs SCUPX (1000). PACDX (6.59) and SCUPX (6.52) have marching annual gain over last year. PACDX return over 5 years is better than : 12.85 vs. SCUPX (10.15).
| PACDX | SCUPX | PACDX / SCUPX | |
| Total Expense Ratio | 0.74 | 1.80 | 41% |
| Annual Report Gross Expense Ratio | 0.74 | 1.80 | 41% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.506 | 7.984 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 2.24B | 26% |
| Annual Yield % from dividends | 3.28 | 1.97 | 167% |
| Returns for 1 year | 6.59 | 6.52 | 101% |
| Returns for 3 years | 30.27 | 26.91 | 112% |
| Returns for 5 years | 12.85 | 10.15 | 127% |
| Returns for 10 years | 31.06 | 24.66 | 126% |