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EVCLX vs PFIPX
EVCLX vs PFIPX Comparison
Open Charts EVCLX vs PFIPX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.58M
Principal SAM Flexible Income R3
Price$12.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
EVCLX vs PFIPX Comparison Chart
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EVCLX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.22B vs. EVCLX (48.6M). EVCLX pays higher dividends than PFIPX: EVCLX (3.90) vs PFIPX (2.56). 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 (5.70) and PFIPX (5.66) have marching annual gain over last year. PFIPX return over 5 years is better than : 12.79 vs. EVCLX (10.57).
| 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 | 2.199 | 1.383 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 2.22B | 2% |
| Annual Yield % from dividends | 3.90 | 2.56 | 152% |
| Returns for 1 year | 5.70 | 5.66 | 101% |
| Returns for 3 years | 13.86 | 12.01 | 115% |
| Returns for 5 years | 10.57 | 12.79 | 83% |
| Returns for 10 years | N/A | 19.92 | - |
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