Ad is loading...
PACCX vs PFIPX
PACCX vs PFIPX Comparison
Open Charts PACCX vs PFIPX
Putnam Dynamic Asset Allocation Cnsrv C
Price$10.41
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets556.65M
Principal SAM Flexible Income R3
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
PACCX vs PFIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PACCX vs. PFIPX commentary
May 12, 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 PACCX is a Buy and PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.22B vs. PACCX (557M). PACCX pays higher dividends than PFIPX: PACCX (2.80) vs PFIPX (2.56). PACCX was incepted earlier than PFIPX: PACCX (31 years) vs PFIPX (18 years). PACCX (1.75) is less costly to investors than PFIPX (1.26). PACCX is a more actively managed with annual turnover of: 372.00 vs. PFIPX (19.80). PACCX (0) and PFIPX (0) have matching initial minimum investment requirements. PFIPX annual gain was more profitable for investors over the last year : 5.67 vs. PACCX (4.13). PFIPX return over 5 years is better than : 13.08 vs. PACCX (5.97).
| PACCX | PFIPX | PACCX / PFIPX | |
| Total Expense Ratio | 1.75 | 1.26 | 139% |
| Annual Report Gross Expense Ratio | 1.75 | 1.26 | 139% |
| Fund Existence | 31 years | 18 years | - |
| Gain YTD | 0.719 | 1.214 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 2.22B | 25% |
| Annual Yield % from dividends | 2.80 | 2.56 | 110% |
| Returns for 1 year | 4.13 | 5.67 | 73% |
| Returns for 3 years | 9.50 | 12.60 | 75% |
| Returns for 5 years | 5.97 | 13.08 | 46% |
| Returns for 10 years | 8.61 | 20.11 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARDC | 13.90 | 0.14 | +1.02% |
| Ares Dynamic Credit Allocation Fund | |||
| PUTD | 19.75 | 0.01 | +0.07% |
| Cboe(R) Validus S&P 500(R) Dyn PtwIdxETF | |||
| QQQE | 90.06 | 0.05 | +0.06% |
| Direxion NASDAQ-100® Equal Wtd ETF | |||
| UMMA | 24.61 | 0.01 | +0.04% |
| Wahed Dow Jones Islamic World ETF | |||
| JPST | 50.46 | 0.01 | +0.02% |
| JPMorgan Ultra-Short Income ETF | |||