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EVFCX vs PFIPX
EVFCX vs PFIPX Comparison
Open Charts EVFCX vs PFIPX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.34
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets49.69M
Principal SAM Flexible Income R3
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.24B
EVFCX vs PFIPX Comparison Chart in %
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EVFCX vs. PFIPX commentary
Oct 11, 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.24B vs. EVFCX (49.7M). EVFCX pays higher dividends than PFIPX: EVFCX (3.14) vs PFIPX (2.47). EVFCX was incepted earlier than PFIPX: EVFCX (9 years) vs PFIPX (19 years). EVFCX (1.47) is less costly to investors than PFIPX (1.26). EVFCX is a more actively managed with annual turnover of: 52.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than EVFCX: PFIPX (0) vs EVFCX (10000). EVFCX annual gain was more profitable for investors over the last year : 8.56 vs. PFIPX (7.15). PFIPX return over 5 years is better than : 12.66 vs. EVFCX (7.23).
| EVFCX | PFIPX | EVFCX / PFIPX | |
| Total Expense Ratio | 1.40 | 1.26 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.26 | 117% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 9.658 | 8.283 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7M | 2.24B | 2% |
| Annual Yield % from dividends | 3.14 | 2.47 | 127% |
| Returns for 1 year | 8.56 | 7.15 | 120% |
| Returns for 3 years | 26.63 | 29.05 | 92% |
| Returns for 5 years | 7.23 | 12.66 | 57% |
| Returns for 10 years | 27.02 | 31.19 | 87% |
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