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PLCDX vs SAUPX
PLCDX vs SAUPX Comparison
Open Charts PLCDX vs SAUPX
Aristotle Portfolio OptimizatinCns I2
Price$10.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets123.87M
Principal SAM Flexible Income A
Price$12.49
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
PLCDX vs SAUPX Comparison Chart in %
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PLCDX vs. SAUPX commentary
Aug 03, 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 PLCDX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.23B vs. PLCDX (124M). PLCDX pays higher dividends than SAUPX: PLCDX (4.04) vs SAUPX (2.74). PLCDX was incepted earlier than SAUPX: PLCDX (13 years) vs SAUPX (29 years). SAUPX (1.00) is less costly to investors than PLCDX (0.87). PLCDX is a more actively managed with annual turnover of: 53.00 vs. SAUPX (19.80). PLCDX has a lower initial minimum investment than SAUPX: PLCDX (0) vs SAUPX (1000). PLCDX annual gain was more profitable for investors over the last year : 7.12 vs. SAUPX (6.51). SAUPX return over 5 years is better than : 12.35 vs. PLCDX (7.10).
| PLCDX | SAUPX | PLCDX / SAUPX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 5.438 | 5.071 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 2.23B | 6% |
| Annual Yield % from dividends | 4.04 | 2.74 | 148% |
| Returns for 1 year | 7.12 | 6.51 | 109% |
| Returns for 3 years | 11.24 | 16.43 | 68% |
| Returns for 5 years | 7.10 | 12.35 | 58% |
| Returns for 10 years | 19.92 | 28.76 | 69% |
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