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PIFIX vs SWLRX
PIFIX vs SWLRX Comparison
Open Charts PIFIX vs SWLRX
Principal SAM Flexible Income Inst
Price$12.44
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.23B
Schwab® Monthly Income Income Payout
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets61.09M
PIFIX vs SWLRX Comparison Chart in %
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PIFIX vs. SWLRX commentary
Aug 03, 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 PIFIX is a Hold and SWLRX is a Hold.
FUNDAMENTALS
Fundamentals
PIFIX has more cash in the bank: 2.23B vs. SWLRX (61.1M). SWLRX pays higher dividends than PIFIX: SWLRX (4.85) vs PIFIX (3.01). PIFIX was incepted earlier than SWLRX: PIFIX (19 years) vs SWLRX (17 years). PIFIX (0.73) is less costly to investors than SWLRX (0.30). PIFIX is a more actively managed with annual turnover of: 19.80 vs. SWLRX (8.00). PIFIX (0) and SWLRX (0) have matching initial minimum investment requirements. PIFIX annual gain was more profitable for investors over the last year : 6.64 vs. SWLRX (5.07). PIFIX return over 5 years is better than : 13.61 vs. SWLRX (5.00).
| PIFIX | SWLRX | PIFIX / SWLRX | |
| Total Expense Ratio | 0.73 | 0.16 | 456% |
| Annual Report Gross Expense Ratio | 0.73 | 0.30 | 243% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 5.090 | 4.938 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 61.1M | 3,648% |
| Annual Yield % from dividends | 3.01 | 4.85 | 62% |
| Returns for 1 year | 6.64 | 5.07 | 131% |
| Returns for 3 years | 17.15 | 11.24 | 153% |
| Returns for 5 years | 13.61 | 5.00 | 272% |
| Returns for 10 years | 32.12 | 20.24 | 159% |
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