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PFIJX vs POACX
PFIJX vs POACX Comparison
Open Charts PFIJX vs POACX
Principal SAM Flexible Income J
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets2.24B
Aristotle Portfolio OptimizationCns C
Price$9.73
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets124.81M
PFIJX vs POACX Comparison Chart in %
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PFIJX vs. POACX commentary
Jul 12, 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 PFIJX is a Hold and POACX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.24B vs. POACX (125M). POACX pays higher dividends than PFIJX: POACX (3.98) vs PFIJX (2.93). PFIJX was incepted earlier than POACX: PFIJX (19 years) vs POACX (22 years). POACX (1.87) is less costly to investors than PFIJX (0.85). POACX is a more actively managed with annual turnover of: 127.00 vs. PFIJX (19.80). PFIJX (1000) and POACX (1000) have matching initial minimum investment requirements. PFIJX annual gain was more profitable for investors over the last year : 6.51 vs. POACX (5.78). PFIJX return over 5 years is better than : 14.36 vs. POACX (2.68).
| PFIJX | POACX | PFIJX / POACX | |
| Total Expense Ratio | 0.85 | 1.86 | 46% |
| Annual Report Gross Expense Ratio | 0.85 | 1.87 | 45% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 4.446 | 4.287 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.24B | 125M | 1,794% |
| Annual Yield % from dividends | 2.93 | 3.98 | 74% |
| Returns for 1 year | 6.51 | 5.78 | 113% |
| Returns for 3 years | 20.16 | 10.01 | 201% |
| Returns for 5 years | 14.36 | 2.68 | 536% |
| Returns for 10 years | 29.21 | 6.94 | 421% |
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