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PFIPX vs POACX
PFIPX vs POACX Comparison
Open Charts PFIPX vs POACX
Principal SAM Flexible Income R3
Price$12.35
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
PFIPX vs POACX Comparison Chart in %
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PFIPX 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 PFIPX is a Hold and POACX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.24B vs. POACX (125M). POACX pays higher dividends than PFIPX: POACX (3.98) vs PFIPX (2.49). PFIPX was incepted earlier than POACX: PFIPX (19 years) vs POACX (22 years). POACX (1.87) is less costly to investors than PFIPX (1.26). POACX is a more actively managed with annual turnover of: 127.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than POACX: PFIPX (0) vs POACX (1000). PFIPX annual gain was more profitable for investors over the last year : 6.11 vs. POACX (5.78). PFIPX return over 5 years is better than : 12.23 vs. POACX (2.68).
| PFIPX | POACX | PFIPX / POACX | |
| Total Expense Ratio | 1.26 | 1.86 | 68% |
| Annual Report Gross Expense Ratio | 1.26 | 1.87 | 67% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 4.284 | 4.287 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.24B | 125M | 1,794% |
| Annual Yield % from dividends | 2.49 | 3.98 | 63% |
| Returns for 1 year | 6.11 | 5.78 | 106% |
| Returns for 3 years | 18.81 | 10.01 | 188% |
| Returns for 5 years | 12.23 | 2.68 | 456% |
| Returns for 10 years | 24.30 | 6.94 | 350% |
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