Interact to see
Advertisement
Advertisement
PACDX vs PFIPX
PACDX vs PFIPX Comparison
Open Charts PACDX vs PFIPX
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.87
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets561.97M
Principal SAM Flexible Income R3
Price$12.15
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.23B
PACDX vs PFIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PACDX vs. PFIPX commentary
Jun 07, 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: 2.23B vs. PACDX (562M). 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 : 5.89 vs. PACDX (5.40). PFIPX (10.38) and PACDX (10.35) 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 | 3.125 | 2.537 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 2.23B | 25% |
| Annual Yield % from dividends | 3.45 | 2.54 | 136% |
| Returns for 1 year | 5.40 | 5.89 | 92% |
| Returns for 3 years | 12.75 | 11.62 | 110% |
| Returns for 5 years | 10.35 | 10.38 | 100% |
| Returns for 10 years | 23.12 | 22.58 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement