Interact to see
Advertisement
Advertisement
POACX vs SAUPX
POACX vs SAUPX Comparison
Open Charts POACX vs SAUPX
Aristotle Portfolio OptimizationCns C
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets123.87M
Principal SAM Flexible Income A
Price$12.49
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
POACX vs SAUPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
POACX 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 POACX is a Hold and SAUPX is a Hold.
FUNDAMENTALS
Fundamentals
SAUPX has more cash in the bank: 2.23B vs. POACX (124M). POACX pays higher dividends than SAUPX: POACX (3.97) vs SAUPX (2.74). POACX was incepted earlier than SAUPX: POACX (22 years) vs SAUPX (29 years). POACX (1.87) is less costly to investors than SAUPX (1.00). POACX is a more actively managed with annual turnover of: 53.00 vs. SAUPX (19.80). POACX (1000) and SAUPX (1000) have matching initial minimum investment requirements. SAUPX annual gain was more profitable for investors over the last year : 6.51 vs. POACX (6.10). SAUPX return over 5 years is better than : 12.35 vs. POACX (1.50).
| POACX | SAUPX | POACX / SAUPX | |
| Total Expense Ratio | 1.86 | 1.00 | 186% |
| Annual Report Gross Expense Ratio | 1.87 | 1.00 | 187% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 4.930 | 5.071 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 124M | 2.23B | 6% |
| Annual Yield % from dividends | 3.97 | 2.74 | 145% |
| Returns for 1 year | 6.10 | 6.51 | 94% |
| Returns for 3 years | 7.63 | 16.43 | 46% |
| Returns for 5 years | 1.50 | 12.35 | 12% |
| Returns for 10 years | 7.70 | 28.76 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement