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PACDX vs PFIPX
PACDX vs PFIPX Comparison
Open Charts PACDX vs PFIPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.08
Change-$0.05 (-0.45%)
VolumeN/A
Net Assets572.03M
Principal SAM Flexible Income R3
Price$12.35
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets2.25B
PACDX vs PFIPX Comparison Chart in %
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PACDX vs. PFIPX commentary
Jul 08, 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 PACDX is a Buy and PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.25B vs. PACDX (572M). PACDX pays higher dividends than PFIPX: PACDX (3.16) vs PFIPX (2.49). PACDX was incepted earlier than PFIPX: PACDX (13 years) vs PFIPX (18 years). PFIPX (1.26) is less costly to investors than PACDX (0.74). PACDX is a more actively managed with annual turnover of: 372.00 vs. PFIPX (19.80). PACDX (0) and PFIPX (0) have matching initial minimum investment requirements. PFIPX annual gain was more profitable for investors over the last year : 7.62 vs. PACDX (6.98). PFIPX (13.15) and PACDX (12.56) have equivalent 5 years return.
| PACDX | PFIPX | PACDX / PFIPX | |
| Total Expense Ratio | 0.74 | 1.26 | 59% |
| Annual Report Gross Expense Ratio | 0.74 | 1.26 | 59% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 5.495 | 4.706 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 2.25B | 25% |
| Annual Yield % from dividends | 3.16 | 2.49 | 127% |
| Returns for 1 year | 6.98 | 7.62 | 92% |
| Returns for 3 years | 19.98 | 18.65 | 107% |
| Returns for 5 years | 12.56 | 13.15 | 96% |
| Returns for 10 years | 25.73 | 25.11 | 102% |
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