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PFIPX vs SCUPX
PFIPX vs SCUPX Comparison
Open Charts PFIPX vs SCUPX
Principal SAM Flexible Income R3
Price$12.77
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets2.24B
Principal SAM Flexible Income C
Price$12.70
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets2.24B
PFIPX vs SCUPX Comparison Chart in %
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PFIPX vs. SCUPX commentary
Nov 14, 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 (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 : 8.12 vs. SCUPX (7.59). PFIPX return over 5 years is better than : 11.90 vs. SCUPX (9.14).
| 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 | 9.034 | 8.518 | 106% |
| 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 | 8.12 | 7.59 | 107% |
| Returns for 3 years | 25.79 | 23.82 | 108% |
| Returns for 5 years | 11.90 | 9.14 | 130% |
| Returns for 10 years | 33.22 | 26.51 | 125% |
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