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POACX vs SCUPX
POACX vs SCUPX Comparison
Open Charts POACX vs SCUPX
Aristotle Portfolio OptimizationCns C
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets123.87M
Principal SAM Flexible Income C
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
POACX vs SCUPX Comparison Chart in %
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POACX vs. SCUPX 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 SCUPX is a Hold.
FUNDAMENTALS
Fundamentals
SCUPX has more cash in the bank: 2.23B vs. POACX (124M). POACX pays higher dividends than SCUPX: POACX (3.97) vs SCUPX (1.99). POACX was incepted earlier than SCUPX: POACX (22 years) vs SCUPX (23 years). POACX (1.87) and SCUPX (1.80) have similar cost to investors . POACX is a more actively managed with annual turnover of: 53.00 vs. SCUPX (19.80). POACX (1000) and SCUPX (1000) have matching initial minimum investment requirements. POACX annual gain was more profitable for investors over the last year : 6.10 vs. SCUPX (5.65). SCUPX return over 5 years is better than : 8.16 vs. POACX (1.50).
| POACX | SCUPX | POACX / SCUPX | |
| Total Expense Ratio | 1.86 | 1.80 | 103% |
| Annual Report Gross Expense Ratio | 1.87 | 1.80 | 104% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 4.930 | 4.554 | 108% |
| Front Load | N/A | N/A | - |
| 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 | 1.99 | 200% |
| Returns for 1 year | 6.10 | 5.65 | 108% |
| Returns for 3 years | 7.63 | 13.76 | 55% |
| Returns for 5 years | 1.50 | 8.16 | 18% |
| Returns for 10 years | 7.70 | 19.26 | 40% |