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PFIJX vs QBDAX
PFIJX vs QBDAX Comparison
Open Charts PFIJX vs QBDAX
Principal SAM Flexible Income J
Price$12.11
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.23B
Quantified Managed Income Advisor
Price$8.28
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets227.13M
PFIJX vs QBDAX Comparison Chart
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PFIJX vs. QBDAX 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 PFIJX is a Hold and QBDAX is a Buy.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.23B vs. QBDAX (227M). QBDAX pays higher dividends than PFIJX: QBDAX (3.18) vs PFIJX (2.99). PFIJX was incepted earlier than QBDAX: PFIJX (18 years) vs QBDAX (9 years). QBDAX (2.26) is less costly to investors than PFIJX (0.85). QBDAX is a more actively managed with annual turnover of: 718.00 vs. PFIJX (19.80). PFIJX has a lower initial minimum investment than QBDAX: PFIJX (1000) vs QBDAX (10000). PFIJX annual gain was more profitable for investors over the last year : 6.56 vs. QBDAX (3.64). PFIJX return over 5 years is better than : 12.75 vs. QBDAX (-2.85).
| PFIJX | QBDAX | PFIJX / QBDAX | |
| Total Expense Ratio | 0.85 | 2.26 | 38% |
| Annual Report Gross Expense Ratio | 0.85 | 2.26 | 38% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 2.909 | 2.981 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 227M | 984% |
| Annual Yield % from dividends | 2.99 | 3.18 | 94% |
| Returns for 1 year | 6.56 | 3.64 | 180% |
| Returns for 3 years | 13.63 | 0.25 | 5,356% |
| Returns for 5 years | 12.75 | -2.85 | -447% |
| Returns for 10 years | 27.61 | N/A | - |
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