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PFIJX vs SWLRX
PFIJX vs SWLRX Comparison
Open Charts PFIJX vs SWLRX
Principal SAM Flexible Income J
Price$12.33
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets2.23B
Schwab® Monthly Income Income Payout
Price$9.37
Change-$0.06 (-0.64%)
VolumeN/A
Net Assets61.09M
PFIJX vs SWLRX Comparison Chart in %
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PFIJX vs. SWLRX commentary
Aug 02, 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 SWLRX is a Hold.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.23B vs. SWLRX (61.1M). SWLRX pays higher dividends than PFIJX: SWLRX (4.85) vs PFIJX (2.93). PFIJX was incepted earlier than SWLRX: PFIJX (19 years) vs SWLRX (17 years). PFIJX (0.85) is less costly to investors than SWLRX (0.30). PFIJX is a more actively managed with annual turnover of: 19.80 vs. SWLRX (8.00). SWLRX has a lower initial minimum investment than PFIJX: SWLRX (0) vs PFIJX (1000). PFIJX annual gain was more profitable for investors over the last year : 6.57 vs. SWLRX (5.52). PFIJX return over 5 years is better than : 13.09 vs. SWLRX (5.67).
| PFIJX | SWLRX | PFIJX / SWLRX | |
| Total Expense Ratio | 0.85 | 0.16 | 531% |
| Annual Report Gross Expense Ratio | 0.85 | 0.30 | 283% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 5.125 | 5.610 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 61.1M | 3,648% |
| Annual Yield % from dividends | 2.93 | 4.85 | 60% |
| Returns for 1 year | 6.57 | 5.52 | 119% |
| Returns for 3 years | 16.09 | 10.69 | 151% |
| Returns for 5 years | 13.09 | 5.67 | 231% |
| Returns for 10 years | 30.27 | 20.78 | 146% |
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