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PFIJX vs QBDSX
PFIJX vs QBDSX Comparison
Open Charts PFIJX vs QBDSX
Principal SAM Flexible Income J
Price$11.99
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Quantified Managed Income Investor
Price$8.08
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets264.53M
PFIJX vs QBDSX Comparison Chart
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PFIJX vs. QBDSX commentary
May 23, 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 QBDSX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.22B vs. QBDSX (265M). QBDSX pays higher dividends than PFIJX: QBDSX (3.87) vs PFIJX (3.01). PFIJX was incepted earlier than QBDSX: PFIJX (18 years) vs QBDSX (12 years). QBDSX (1.67) is less costly to investors than PFIJX (0.85). QBDSX is a more actively managed with annual turnover of: 718.00 vs. PFIJX (19.80). PFIJX has a lower initial minimum investment than QBDSX: PFIJX (1000) vs QBDSX (10000). PFIJX annual gain was more profitable for investors over the last year : 5.61 vs. QBDSX (3.20). PFIJX return over 5 years is better than : 14.93 vs. QBDSX (-1.04).
| PFIJX | QBDSX | PFIJX / QBDSX | |
| Total Expense Ratio | 0.85 | 1.67 | 51% |
| Annual Report Gross Expense Ratio | 0.85 | 1.67 | 51% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 1.460 | 2.281 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 265M | 836% |
| Annual Yield % from dividends | 3.01 | 3.87 | 78% |
| Returns for 1 year | 5.61 | 3.20 | 175% |
| Returns for 3 years | 13.53 | 1.34 | 1,012% |
| Returns for 5 years | 14.93 | -1.04 | -1,438% |
| Returns for 10 years | 24.52 | 5.18 | 473% |
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