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PFIPX vs QBDSX
PFIPX vs QBDSX Comparison
Open Charts PFIPX vs QBDSX
Principal SAM Flexible Income R3
Price$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets2.24B
Quantified Managed Income Investor
Price$8.22
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets118.22M
PFIPX vs QBDSX Comparison Chart in %
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PFIPX vs. QBDSX commentary
Jun 27, 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 PFIPX is a Hold and QBDSX is a Buy.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.24B vs. QBDSX (118M). QBDSX pays higher dividends than PFIPX: QBDSX (3.86) vs PFIPX (2.54). PFIPX was incepted earlier than QBDSX: PFIPX (18 years) vs QBDSX (12 years). QBDSX (1.67) is less costly to investors than PFIPX (1.26). QBDSX is a more actively managed with annual turnover of: 718.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than QBDSX: PFIPX (0) vs QBDSX (10000). PFIPX annual gain was more profitable for investors over the last year : 7.02 vs. QBDSX (4.99). PFIPX return over 5 years is better than : 13.32 vs. QBDSX (0.56).
| PFIPX | QBDSX | PFIPX / QBDSX | |
| Total Expense Ratio | 1.26 | 1.67 | 75% |
| Annual Report Gross Expense Ratio | 1.26 | 1.67 | 75% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 3.802 | 3.929 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 118M | 1,897% |
| Annual Yield % from dividends | 2.54 | 3.86 | 66% |
| Returns for 1 year | 7.02 | 4.99 | 141% |
| Returns for 3 years | 17.74 | 3.93 | 452% |
| Returns for 5 years | 13.32 | 0.56 | 2,399% |
| Returns for 10 years | 24.40 | 7.90 | 309% |
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