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PFIPX vs PLCDX
PFIPX vs PLCDX Comparison
Open Charts PFIPX vs PLCDX
Principal SAM Flexible Income R3
Price$12.35
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets2.23B
Aristotle Portfolio OptimizatinCns I2
Price$10.40
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets124.29M
PFIPX vs PLCDX Comparison Chart in %
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PFIPX vs. PLCDX commentary
Jul 13, 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 PFIPX is a Hold and PLCDX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.24B vs. PLCDX (124M). PLCDX pays higher dividends than PFIPX: PLCDX (4.06) vs PFIPX (2.49). PFIPX was incepted earlier than PLCDX: PFIPX (19 years) vs PLCDX (13 years). PFIPX (1.26) is less costly to investors than PLCDX (0.87). PLCDX is a more actively managed with annual turnover of: 127.00 vs. PFIPX (19.80). PFIPX (0) and PLCDX (0) have matching initial minimum investment requirements. PLCDX annual gain was more profitable for investors over the last year : 6.82 vs. PFIPX (6.11). PFIPX return over 5 years is better than : 12.23 vs. PLCDX (8.32).
| PFIPX | PLCDX | PFIPX / PLCDX | |
| Total Expense Ratio | 1.26 | 0.86 | 147% |
| Annual Report Gross Expense Ratio | 1.26 | 0.87 | 145% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 4.284 | 4.733 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 124M | 1,802% |
| Annual Yield % from dividends | 2.49 | 4.06 | 61% |
| Returns for 1 year | 6.11 | 6.82 | 89% |
| Returns for 3 years | 18.81 | 13.73 | 137% |
| Returns for 5 years | 12.23 | 8.32 | 147% |
| Returns for 10 years | 24.30 | 19.01 | 128% |
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