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PACDX vs PFIPX
PACDX vs PFIPX Comparison
Open Charts PACDX vs PFIPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$11.06
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets570.32M
Principal SAM Flexible Income R3
Price$12.44
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.24B
PACDX vs PFIPX Comparison Chart in %
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PACDX vs. PFIPX commentary
Jul 27, 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: 2.24B vs. PACDX (570M). PACDX pays higher dividends than PFIPX: PACDX (3.16) vs PFIPX (2.49). PACDX was incepted earlier than PFIPX: PACDX (13 years) vs PFIPX (19 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 (7.60) and PACDX (7.42) have marching annual gain over last year. PFIPX (11.58) and PACDX (11.24) 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 | 19 years | - |
| Gain YTD | 5.776 | 5.044 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 2.24B | 25% |
| Annual Yield % from dividends | 3.16 | 2.49 | 127% |
| Returns for 1 year | 7.42 | 7.60 | 98% |
| Returns for 3 years | 18.82 | 17.35 | 108% |
| Returns for 5 years | 11.24 | 11.58 | 97% |
| Returns for 10 years | 25.62 | 25.92 | 99% |