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PFIPX vs QBDSX
PFIPX vs QBDSX Comparison
Open Charts PFIPX vs QBDSX
Principal SAM Flexible Income R3
Price$12.04
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
PFIPX vs QBDSX Comparison Chart
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PFIPX 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 PFIPX is a Hold and QBDSX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.22B vs. QBDSX (265M). QBDSX pays higher dividends than PFIPX: QBDSX (3.87) vs PFIPX (2.56). 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 : 5.21 vs. QBDSX (3.20). PFIPX return over 5 years is better than : 12.69 vs. QBDSX (-1.04).
| 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 | 1.299 | 2.281 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 265M | 836% |
| Annual Yield % from dividends | 2.56 | 3.87 | 66% |
| Returns for 1 year | 5.21 | 3.20 | 163% |
| Returns for 3 years | 12.11 | 1.34 | 906% |
| Returns for 5 years | 12.69 | -1.04 | -1,222% |
| Returns for 10 years | 19.63 | 5.18 | 379% |
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