Interact to see
Advertisement
Advertisement
PFIPX vs SCUPX
PFIPX vs SCUPX Comparison
Open Charts PFIPX vs SCUPX
Principal SAM Flexible Income R3
Price$12.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
Principal SAM Flexible Income C
Price$12.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
PFIPX vs SCUPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PFIPX vs. SCUPX commentary
Dec 28, 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX (2.22B) and SCUPX (2.22B) have equal amount of cash in the bank . PFIPX pays higher dividends than SCUPX: PFIPX (2.49) vs SCUPX (2.00). PFIPX was incepted earlier than SCUPX: PFIPX (19 years) vs SCUPX (24 years). SCUPX (1.80) is less costly to investors than PFIPX (1.26). PFIPX (19.80) and SCUPX (19.80) have comparable annual turnover. PFIPX has a lower initial minimum investment than SCUPX: PFIPX (0) vs SCUPX (1000). PFIPX annual gain was more profitable for investors over the last year : 8.14 vs. SCUPX (7.67). PFIPX return over 5 years is better than : 10.23 vs. SCUPX (7.63).
| PFIPX | SCUPX | PFIPX / SCUPX | |
| Total Expense Ratio | 1.26 | 1.80 | 70% |
| Annual Report Gross Expense Ratio | 1.26 | 1.80 | 70% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.610 | 8.093 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 2.22B | 100% |
| Annual Yield % from dividends | 2.49 | 2.00 | 124% |
| Returns for 1 year | 8.14 | 7.67 | 106% |
| Returns for 3 years | 24.85 | 22.93 | 108% |
| Returns for 5 years | 10.23 | 7.63 | 134% |
| Returns for 10 years | 36.47 | 29.77 | 123% |