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PACDX vs PIFIX
PACDX vs PIFIX Comparison
Open Charts PACDX vs PIFIX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.08
Change-$0.05 (-0.45%)
VolumeN/A
Net Assets572.03M
Principal SAM Flexible Income Inst
Price$12.38
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets2.25B
PACDX vs PIFIX Comparison Chart in %
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PACDX vs. PIFIX 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 PIFIX is a Hold.
FUNDAMENTALS
Fundamentals
PIFIX has more cash in the bank: 2.25B vs. PACDX (572M). PACDX (3.16) and PIFIX (3.01) have matching dividends . PACDX was incepted earlier than PIFIX: PACDX (13 years) vs PIFIX (18 years). PACDX (0.74) and PIFIX (0.73) have similar cost to investors . PACDX is a more actively managed with annual turnover of: 372.00 vs. PIFIX (19.80). PACDX (0) and PIFIX (0) have matching initial minimum investment requirements. PIFIX annual gain was more profitable for investors over the last year : 8.17 vs. PACDX (6.98). PIFIX return over 5 years is better than : 16.09 vs. PACDX (12.56).
| PACDX | PIFIX | PACDX / PIFIX | |
| Total Expense Ratio | 0.74 | 0.73 | 101% |
| Annual Report Gross Expense Ratio | 0.74 | 0.73 | 101% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 5.495 | 4.981 | 110% |
| 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 | 3.01 | 105% |
| Returns for 1 year | 6.98 | 8.17 | 85% |
| Returns for 3 years | 19.98 | 20.52 | 97% |
| Returns for 5 years | 12.56 | 16.09 | 78% |
| Returns for 10 years | 25.73 | 31.79 | 81% |
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