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EVVLX vs PFIPX
EVVLX vs PFIPX Comparison
Open Charts EVVLX vs PFIPX
E-Valuator Very Cnsrv(0%-15%)RMS Service
Price$9.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.3M
Principal SAM Flexible Income R3
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.24B
EVVLX vs PFIPX Comparison Chart in %
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EVVLX vs. PFIPX commentary
Aug 28, 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 EVVLX is a StrongBuy and PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.24B vs. EVVLX (21.3M). EVVLX pays higher dividends than PFIPX: EVVLX (4.08) vs PFIPX (2.49). EVVLX was incepted earlier than PFIPX: EVVLX (9 years) vs PFIPX (19 years). EVVLX (1.26) and PFIPX (1.26) have similar cost to investors . EVVLX is a more actively managed with annual turnover of: 75.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than EVVLX: PFIPX (0) vs EVVLX (10000). PFIPX annual gain was more profitable for investors over the last year : 5.69 vs. EVVLX (5.29). PFIPX return over 5 years is better than : 10.98 vs. EVVLX (7.10).
| EVVLX | PFIPX | EVVLX / PFIPX | |
| Total Expense Ratio | 1.09 | 1.26 | 87% |
| Annual Report Gross Expense Ratio | 1.26 | 1.26 | 100% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 6.480 | 6.370 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 2.24B | 1% |
| Annual Yield % from dividends | 4.08 | 2.49 | 164% |
| Returns for 1 year | 5.29 | 5.69 | 93% |
| Returns for 3 years | 13.94 | 18.20 | 77% |
| Returns for 5 years | 7.10 | 10.98 | 65% |
| Returns for 10 years | N/A | 29.77 | - |
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