PACDX
Price
$11.08
Change
-$0.05 (-0.45%)
Updated
Jul 7 closing price
Net Assets
572.03M
PFIPX
Price
$12.35
Change
-$0.05 (-0.40%)
Updated
Jul 7 closing price
Net Assets
2.25B
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PACDX vs PFIPX

Header iconPACDX vs PFIPX Comparison
Open Charts PACDX vs PFIPXBanner chart's image
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.

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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.
PACDXPFIPXPACDX / PFIPX
Total Expense Ratio0.741.2659%
Annual Report Gross Expense Ratio0.741.2659%
Fund Existence13 years18 years-
Gain YTD5.4954.706117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets572M2.25B25%
Annual Yield % from dividends3.162.49127%
Returns for 1 year6.987.6292%
Returns for 3 years19.9818.65107%
Returns for 5 years12.5613.1596%
Returns for 10 years25.7325.11102%
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