Interact to see
Advertisement
Advertisement
PFIPX vs POACX
PFIPX vs POACX Comparison
Open Charts PFIPX vs POACX
Principal SAM Flexible Income R3
Price$12.40
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
Aristotle Portfolio OptimizationCns C
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets123.87M
PFIPX vs POACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PFIPX vs. POACX 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 POACX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.23B vs. POACX (124M). POACX pays higher dividends than PFIPX: POACX (3.97) 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: 53.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than POACX: PFIPX (0) vs POACX (1000). PFIPX (6.18) and POACX (6.10) have marching annual gain over last year. PFIPX return over 5 years is better than : 10.90 vs. POACX (1.50).
| 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 | 4.848 | 4.930 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.23B | 124M | 1,798% |
| Annual Yield % from dividends | 2.49 | 3.97 | 63% |
| Returns for 1 year | 6.18 | 6.10 | 101% |
| Returns for 3 years | 15.49 | 7.63 | 203% |
| Returns for 5 years | 10.90 | 1.50 | 727% |
| Returns for 10 years | 25.52 | 7.70 | 331% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement