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PIFIX vs POACX
PIFIX vs POACX Comparison
Open Charts PIFIX vs POACX
Principal SAM Flexible Income Inst
Price$12.38
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
PIFIX vs POACX Comparison Chart in %
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PIFIX 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 PIFIX is a Hold and POACX is a Hold.
FUNDAMENTALS
Fundamentals
PIFIX has more cash in the bank: 2.24B vs. POACX (125M). POACX pays higher dividends than PIFIX: POACX (3.98) vs PIFIX (3.01). PIFIX was incepted earlier than POACX: PIFIX (19 years) vs POACX (22 years). POACX (1.87) is less costly to investors than PIFIX (0.73). POACX is a more actively managed with annual turnover of: 127.00 vs. PIFIX (19.80). PIFIX has a lower initial minimum investment than POACX: PIFIX (0) vs POACX (1000). PIFIX annual gain was more profitable for investors over the last year : 6.66 vs. POACX (5.78). PIFIX return over 5 years is better than : 15.05 vs. POACX (2.68).
| PIFIX | POACX | PIFIX / POACX | |
| Total Expense Ratio | 0.73 | 1.86 | 39% |
| Annual Report Gross Expense Ratio | 0.73 | 1.87 | 39% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 4.559 | 4.287 | 106% |
| 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 | 3.01 | 3.98 | 76% |
| Returns for 1 year | 6.66 | 5.78 | 115% |
| Returns for 3 years | 20.57 | 10.01 | 206% |
| Returns for 5 years | 15.05 | 2.68 | 562% |
| Returns for 10 years | 30.94 | 6.94 | 446% |
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