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PFIPX vs SCUPX
PFIPX vs SCUPX Comparison
Open Charts PFIPX vs SCUPX
Principal SAM Flexible Income R3
Price$12.44
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.24B
Principal SAM Flexible Income C
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.24B
PFIPX vs SCUPX Comparison Chart in %
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PFIPX vs. SCUPX commentary
Jul 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 (2.24B) and SCUPX (2.24B) have equal amount of cash in the bank . PFIPX pays higher dividends than SCUPX: PFIPX (2.49) vs SCUPX (1.99). PFIPX was incepted earlier than SCUPX: PFIPX (19 years) vs SCUPX (23 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 : 7.60 vs. SCUPX (7.08). PFIPX return over 5 years is better than : 11.58 vs. SCUPX (8.92).
| 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 | 23 years | - |
| Gain YTD | 5.044 | 4.716 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 2.24B | 100% |
| Annual Yield % from dividends | 2.49 | 1.99 | 125% |
| Returns for 1 year | 7.60 | 7.08 | 107% |
| Returns for 3 years | 17.35 | 15.63 | 111% |
| Returns for 5 years | 11.58 | 8.92 | 130% |
| Returns for 10 years | 25.92 | 19.65 | 132% |
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