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PFIPX vs PLCDX
PFIPX vs PLCDX Comparison
Open Charts PFIPX vs PLCDX
Principal SAM Flexible Income R3
Price$12.40
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
Aristotle Portfolio OptimizatinCns I2
Price$10.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets123.87M
PFIPX vs PLCDX Comparison Chart in %
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PFIPX vs. PLCDX commentary
Aug 03, 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: 2.23B vs. PLCDX (124M). PLCDX pays higher dividends than PFIPX: PLCDX (4.04) 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: 53.00 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 : 7.12 vs. PFIPX (6.18). PFIPX return over 5 years is better than : 10.90 vs. PLCDX (7.10).
| 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 | 4.848 | 5.438 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 124M | 1,798% |
| Annual Yield % from dividends | 2.49 | 4.04 | 62% |
| Returns for 1 year | 6.18 | 7.12 | 87% |
| Returns for 3 years | 15.49 | 11.24 | 138% |
| Returns for 5 years | 10.90 | 7.10 | 153% |
| Returns for 10 years | 25.52 | 19.92 | 128% |