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EVCLX vs PFIPX
EVCLX vs PFIPX Comparison
Open Charts EVCLX vs PFIPX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.92
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets48.9M
Principal SAM Flexible Income R3
Price$12.20
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.23B
EVCLX vs PFIPX Comparison Chart
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EVCLX vs. PFIPX commentary
Jun 17, 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.23B vs. EVCLX (48.9M). EVCLX pays higher dividends than PFIPX: EVCLX (3.82) vs PFIPX (2.54). EVCLX was incepted earlier than PFIPX: EVCLX (9 years) vs PFIPX (18 years). PFIPX (1.26) is less costly to investors than EVCLX (1.08). EVCLX is a more actively managed with annual turnover of: 52.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than EVCLX: PFIPX (0) vs EVCLX (10000). EVCLX annual gain was more profitable for investors over the last year : 6.33 vs. PFIPX (5.80). PFIPX return over 5 years is better than : 12.03 vs. EVCLX (9.75).
| EVCLX | PFIPX | EVCLX / PFIPX | |
| Total Expense Ratio | 1.01 | 1.26 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 1.26 | 86% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 3.665 | 2.790 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 2.23B | 2% |
| Annual Yield % from dividends | 3.82 | 2.54 | 151% |
| Returns for 1 year | 6.33 | 5.80 | 109% |
| Returns for 3 years | 18.35 | 18.18 | 101% |
| Returns for 5 years | 9.75 | 12.03 | 81% |
| Returns for 10 years | N/A | 22.49 | - |
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