Ad is loading...
EVFCX vs PFIPX
EVFCX vs PFIPX Comparison
Open Charts EVFCX vs PFIPX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.73
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets48.59M
Principal SAM Flexible Income R3
Price$12.03
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.22B
EVFCX vs PFIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVFCX vs. PFIPX commentary
May 05, 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: 2.22B vs. EVFCX (48.6M). EVFCX pays higher dividends than PFIPX: EVFCX (3.46) vs PFIPX (2.56). 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). PFIPX annual gain was more profitable for investors over the last year : 7.22 vs. EVFCX (5.70). PFIPX return over 5 years is better than : 13.95 vs. EVFCX (10.50).
| 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 | 1.354 | 1.299 | 104% |
| 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 | 3.46 | 2.56 | 135% |
| Returns for 1 year | 5.70 | 7.22 | 79% |
| Returns for 3 years | 10.23 | 10.85 | 94% |
| Returns for 5 years | 10.50 | 13.95 | 75% |
| Returns for 10 years | 14.54 | 20.21 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RISSX | 12.48 | 0.26 | +2.13% |
| RBC International Small Cap Equity A | |||
| OTCNX | 67.53 | 1.10 | +1.66% |
| Invesco Discovery Large Cap R | |||
| IDIVX | 18.17 | 0.28 | +1.57% |
| Integrity Dividend Harvest A | |||
| NOIGX | 11.16 | 0.16 | +1.45% |
| Northern International Equity | |||
| IBALX | 33.35 | 0.26 | +0.79% |
| Transamerica Multi-Managed Balanced A | |||