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PPEAX vs REITX
PPEAX vs REITX Comparison Chart in %
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PPEAX vs. REITX commentary
Jul 16, 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: 37.9B vs. PPEAX (3.34B). REITX pays higher dividends than PPEAX: REITX (1.16) vs PPEAX (1.07). PPEAX was incepted earlier than REITX: PPEAX (20 years) vs REITX (18 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 : 11.05 vs. PPEAX (5.35). REITX return over 5 years is better than : 45.32 vs. PPEAX (29.45).
| 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 | 18 years | - |
| Gain YTD | 8.915 | 10.820 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 37.9B | 9% |
| Annual Yield % from dividends | 1.07 | 1.16 | 92% |
| Returns for 1 year | 5.35 | 11.05 | 48% |
| Returns for 3 years | 27.96 | 42.60 | 66% |
| Returns for 5 years | 29.45 | 45.32 | 65% |
| Returns for 10 years | 41.27 | 79.97 | 52% |
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