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PPEAX vs REITX
PPEAX vs REITX Comparison Chart in %
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PPEAX vs. REITX commentary
Sep 18, 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 PPEAX is a Hold and REITX is a Hold.
FUNDAMENTALS
Fundamentals
REITX has more cash in the bank: 39.7B vs. PPEAX (3.47B). REITX pays higher dividends than PPEAX: REITX (1.13) vs PPEAX (1.04). PPEAX was incepted earlier than REITX: PPEAX (20 years) vs REITX (19 years). PPEAX (1.01) is less costly to investors than REITX (0.42). PPEAX is a more actively managed with annual turnover of: 37.10 vs. REITX (5.00). REITX has a lower initial minimum investment than PPEAX: REITX (250) vs PPEAX (1000). REITX annual gain was more profitable for investors over the last year : 15.36 vs. PPEAX (9.05). REITX return over 5 years is better than : 47.98 vs. PPEAX (30.99).
| PPEAX | REITX | PPEAX / REITX | |
| Total Expense Ratio | 1.00 | 0.42 | 238% |
| Annual Report Gross Expense Ratio | 1.01 | 0.42 | 240% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 14.311 | 16.587 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 39.7B | 9% |
| Annual Yield % from dividends | 1.04 | 1.13 | 91% |
| Returns for 1 year | 9.05 | 15.36 | 59% |
| Returns for 3 years | 33.49 | 49.05 | 68% |
| Returns for 5 years | 30.99 | 47.98 | 65% |
| Returns for 10 years | 59.58 | 103.27 | 58% |
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