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PACDX vs PFIPX
PACDX vs PFIPX Comparison
Open Charts PACDX vs PFIPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets568.92M
Principal SAM Flexible Income R3
Price$12.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.25B
PACDX vs PFIPX Comparison Chart in %
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PACDX vs. PFIPX commentary
Jun 30, 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 PACDX is a Buy and PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.25B vs. PACDX (569M). PACDX pays higher dividends than PFIPX: PACDX (3.45) vs PFIPX (2.54). PACDX was incepted earlier than PFIPX: PACDX (13 years) vs PFIPX (18 years). PFIPX (1.26) is less costly to investors than PACDX (0.74). PACDX is a more actively managed with annual turnover of: 372.00 vs. PFIPX (19.80). PACDX (0) and PFIPX (0) have matching initial minimum investment requirements. PFIPX annual gain was more profitable for investors over the last year : 7.19 vs. PACDX (6.70). PFIPX (13.69) and PACDX (13.29) have equivalent 5 years return.
| PACDX | PFIPX | PACDX / PFIPX | |
| Total Expense Ratio | 0.74 | 1.26 | 59% |
| Annual Report Gross Expense Ratio | 0.74 | 1.26 | 59% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 4.926 | 4.139 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 2.25B | 25% |
| Annual Yield % from dividends | 3.45 | 2.54 | 136% |
| Returns for 1 year | 6.70 | 7.19 | 93% |
| Returns for 3 years | 20.29 | 18.66 | 109% |
| Returns for 5 years | 13.29 | 13.69 | 97% |
| Returns for 10 years | 25.28 | 24.74 | 102% |
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