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PFIPX vs SAUPX
PFIPX vs SAUPX Comparison
Open Charts PFIPX vs SAUPX
Principal SAM Flexible Income R3
Price$12.40
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.25B
Principal SAM Flexible Income A
Price$12.49
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.25B
PFIPX vs SAUPX Comparison Chart in %
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PFIPX vs. SAUPX commentary
Jul 07, 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 PFIPX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.25B) and SAUPX (2.25B) have equal amount of cash in the bank . SAUPX pays higher dividends than PFIPX: SAUPX (2.74) vs PFIPX (2.49). PFIPX was incepted earlier than SAUPX: PFIPX (18 years) vs SAUPX (29 years). PFIPX (1.26) is less costly to investors than SAUPX (1.00). PFIPX (19.80) and SAUPX (19.80) have comparable annual turnover. PFIPX has a lower initial minimum investment than SAUPX: PFIPX (0) vs SAUPX (1000). SAUPX (7.94) and PFIPX (7.62) have marching annual gain over last year. SAUPX return over 5 years is better than : 14.70 vs. PFIPX (13.15).
| PFIPX | SAUPX | PFIPX / SAUPX | |
| Total Expense Ratio | 1.26 | 1.00 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 4.706 | 4.906 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 2.25B | 100% |
| Annual Yield % from dividends | 2.49 | 2.74 | 91% |
| Returns for 1 year | 7.62 | 7.94 | 96% |
| Returns for 3 years | 18.65 | 19.69 | 95% |
| Returns for 5 years | 13.15 | 14.70 | 89% |
| Returns for 10 years | 25.11 | 28.34 | 89% |
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