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PFIPX vs WSDAX
PFIPX vs WSDAX Comparison
Open Charts PFIPX vs WSDAX
Principal SAM Flexible Income R3
Price$12.02
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
PFIPX vs WSDAX Comparison Chart
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PFIPX 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 PFIPX is a Hold and WSDAX is a Buy.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.22B vs. WSDAX (106M). WSDAX pays higher dividends than PFIPX: WSDAX (5.89) vs PFIPX (2.56). PFIPX was incepted earlier than WSDAX: PFIPX (18 years) vs WSDAX (12 years). PFIPX (1.26) and WSDAX (1.22) have similar cost to investors . WSDAX is a more actively managed with annual turnover of: 65.00 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than WSDAX: PFIPX (0) vs WSDAX (1000). WSDAX annual gain was more profitable for investors over the last year : 5.99 vs. PFIPX (5.67). WSDAX return over 5 years is better than : 38.01 vs. PFIPX (13.08).
| PFIPX | WSDAX | PFIPX / WSDAX | |
| Total Expense Ratio | 1.26 | 1.13 | 112% |
| Annual Report Gross Expense Ratio | 1.26 | 1.22 | 103% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 1.214 | -1.405 | -86% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 106M | 2,092% |
| Annual Yield % from dividends | 2.56 | 5.89 | 43% |
| Returns for 1 year | 5.67 | 5.99 | 95% |
| Returns for 3 years | 12.60 | 18.21 | 69% |
| Returns for 5 years | 13.08 | 38.01 | 34% |
| Returns for 10 years | 20.11 | 54.06 | 37% |
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