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EVFCX vs PFIJX
EVFCX vs PFIJX Comparison
Open Charts EVFCX vs PFIJX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.73
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets48.59M
Principal SAM Flexible Income J
Price$11.98
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.22B
EVFCX vs PFIJX Comparison Chart
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EVFCX vs. PFIJX commentary
May 06, 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 EVFCX is a StrongBuy and PFIJX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.22B vs. EVFCX (48.6M). EVFCX pays higher dividends than PFIJX: EVFCX (3.46) vs PFIJX (3.01). EVFCX was incepted earlier than PFIJX: EVFCX (9 years) vs PFIJX (18 years). EVFCX (1.47) is less costly to investors than PFIJX (0.85). EVFCX is a more actively managed with annual turnover of: 52.00 vs. PFIJX (19.80). PFIJX has a lower initial minimum investment than EVFCX: PFIJX (1000) vs EVFCX (10000). PFIJX annual gain was more profitable for investors over the last year : 7.73 vs. EVFCX (5.70). PFIJX return over 5 years is better than : 16.22 vs. EVFCX (10.50).
| EVFCX | PFIJX | EVFCX / PFIJX | |
| Total Expense Ratio | 1.40 | 0.85 | 165% |
| Annual Report Gross Expense Ratio | 1.47 | 0.85 | 173% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 1.354 | 1.460 | 93% |
| 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 | 3.46 | 3.01 | 115% |
| Returns for 1 year | 5.70 | 7.73 | 74% |
| Returns for 3 years | 10.23 | 12.16 | 84% |
| Returns for 5 years | 10.50 | 16.22 | 65% |
| Returns for 10 years | 14.54 | 25.02 | 58% |
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