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EVFCX vs PFIPX
EVFCX vs PFIPX Comparison
Open Charts EVFCX vs PFIPX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.95
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
EVFCX vs PFIPX Comparison Chart
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EVFCX 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 EVFCX is a StrongBuy and PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.23B vs. EVFCX (48.9M). EVFCX pays higher dividends than PFIPX: EVFCX (3.40) vs PFIPX (2.54). EVFCX was incepted earlier than PFIPX: EVFCX (9 years) vs PFIPX (18 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 (5.98) and PFIPX (5.80) have marching annual gain over last year. PFIPX return over 5 years is better than : 12.03 vs. EVFCX (7.73).
| 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 | 18 years | - |
| Gain YTD | 3.437 | 2.790 | 123% |
| 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 | 3.40 | 2.54 | 134% |
| Returns for 1 year | 5.98 | 5.80 | 103% |
| Returns for 3 years | 16.97 | 18.18 | 93% |
| Returns for 5 years | 7.73 | 12.03 | 64% |
| Returns for 10 years | 16.53 | 22.49 | 74% |
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