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PFIJX vs WSDAX
PFIJX vs WSDAX Comparison
Open Charts PFIJX vs WSDAX
Principal SAM Flexible Income J
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.22B
Westwood Multi-Asset Income A
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.69M
PFIJX vs WSDAX Comparison Chart
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PFIJX vs. WSDAX commentary
May 12, 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 WSDAX is a Buy.
FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.22B vs. WSDAX (106M). WSDAX pays higher dividends than PFIJX: WSDAX (5.89) vs PFIJX (3.01). PFIJX was incepted earlier than WSDAX: PFIJX (18 years) vs WSDAX (12 years). WSDAX (1.22) is less costly to investors than PFIJX (0.85). WSDAX is a more actively managed with annual turnover of: 65.00 vs. PFIJX (19.80). PFIJX (1000) and WSDAX (1000) have matching initial minimum investment requirements. PFIJX (6.16) and WSDAX (5.99) have marching annual gain over last year. WSDAX return over 5 years is better than : 38.01 vs. PFIJX (15.33).
| PFIJX | WSDAX | PFIJX / WSDAX | |
| Total Expense Ratio | 0.85 | 1.13 | 75% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 1.375 | -1.405 | -98% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 106M | 2,092% |
| Annual Yield % from dividends | 3.01 | 5.89 | 51% |
| Returns for 1 year | 6.16 | 5.99 | 103% |
| Returns for 3 years | 13.94 | 18.21 | 77% |
| Returns for 5 years | 15.33 | 38.01 | 40% |
| Returns for 10 years | 24.91 | 54.06 | 46% |
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