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PHPDX vs REITX
PHPDX vs REITX Comparison Chart in %
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PHPDX vs. REITX commentary
Jul 17, 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 PHPDX is a Hold and REITX is a Hold.
FUNDAMENTALS
Fundamentals
REITX has more cash in the bank: 37.7B vs. PHPDX (25.2M). PHPDX pays higher dividends than REITX: PHPDX (4.31) vs REITX (1.16). PHPDX was incepted earlier than REITX: PHPDX (5 years) vs REITX (18 years). PHPDX (2.38) is less costly to investors than REITX (0.42). PHPDX is a more actively managed with annual turnover of: 21.00 vs. REITX (5.00). PHPDX has a lower initial minimum investment than REITX: PHPDX (0) vs REITX (250). REITX annual gain was more profitable for investors over the last year : 10.66 vs. PHPDX (9.12).
| PHPDX | REITX | PHPDX / REITX | |
| Total Expense Ratio | 0.55 | 0.42 | 131% |
| Annual Report Gross Expense Ratio | 2.38 | 0.42 | 567% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.075 | 11.153 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.2M | 37.7B | 0% |
| Annual Yield % from dividends | 4.31 | 1.16 | 370% |
| Returns for 1 year | 9.12 | 10.66 | 86% |
| Returns for 3 years | 40.82 | 43.03 | 95% |
| Returns for 5 years | N/A | 45.14 | - |
| Returns for 10 years | N/A | 80.51 | - |