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EVCLX vs PFIJX
EVCLX vs PFIJX Comparison
Open Charts EVCLX vs PFIJX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.58M
Principal SAM Flexible Income J
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
EVCLX vs PFIJX Comparison Chart
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EVCLX vs. PFIJX commentary
May 25, 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 EVCLX is a StrongBuy and PFIJX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.22B vs. EVCLX (48.6M). EVCLX pays higher dividends than PFIJX: EVCLX (3.90) vs PFIJX (3.01). EVCLX was incepted earlier than PFIJX: EVCLX (9 years) vs PFIJX (18 years). EVCLX (1.08) is less costly to investors than PFIJX (0.85). EVCLX is a more actively managed with annual turnover of: 52.00 vs. PFIJX (19.80). PFIJX has a lower initial minimum investment than EVCLX: PFIJX (1000) vs EVCLX (10000). PFIJX annual gain was more profitable for investors over the last year : 6.16 vs. EVCLX (5.70). PFIJX return over 5 years is better than : 15.03 vs. EVCLX (10.57).
| EVCLX | PFIJX | EVCLX / PFIJX | |
| Total Expense Ratio | 1.01 | 0.85 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.85 | 127% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 2.199 | 1.545 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 2.22B | 2% |
| Annual Yield % from dividends | 3.90 | 3.01 | 129% |
| Returns for 1 year | 5.70 | 6.16 | 93% |
| Returns for 3 years | 13.86 | 13.33 | 104% |
| Returns for 5 years | 10.57 | 15.03 | 70% |
| Returns for 10 years | N/A | 24.72 | - |
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