PPEAX
Price
$19.87
Change
+$0.22 (+1.12%)
Updated
Jul 6 closing price
Net Assets
3.17B
REITX
Price
$26.44
Change
+$0.22 (+0.84%)
Updated
Jul 6 closing price
Net Assets
43.41B
Interact to see
Advertisement

PPEAX vs REITX

PPEAX vs REITX Comparison Chart in %
View a ticker or compare two or three
VS
PPEAX vs. REITX commentary
Jul 07, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
REITX has more cash in the bank: 43.4B vs. PPEAX (3.17B). PPEAX pays higher dividends than REITX: PPEAX (1.53) vs REITX (0.79). PPEAX was incepted earlier than REITX: PPEAX (21 years) vs REITX (19 years). PPEAX (0.96) is less costly to investors than REITX (0.42). PPEAX is a more actively managed with annual turnover of: 44.70 vs. REITX (9.00). 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 : 14.12 vs. PPEAX (7.05). REITX return over 5 years is better than : 31.41 vs. PPEAX (7.95).
PPEAXREITXPPEAX / REITX
Total Expense Ratio0.960.42229%
Annual Report Gross Expense Ratio0.960.42229%
Fund Existence21 years19 years-
Gain YTD7.84910.90672%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets3.17B43.4B7%
Annual Yield % from dividends1.530.79194%
Returns for 1 year7.0514.1250%
Returns for 3 years33.3454.9761%
Returns for 5 years7.9531.4125%
Returns for 10 years66.77118.6556%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SSCYX7.04N/A
N/A
Saratoga Small Capitalization A
MSAAX21.89N/A
N/A
Morgan Stanley Inst Passport ovrs eq C
ASLWX140.75N/A
N/A
American Century Select Y
SSCOX6.77N/A
N/A
Touchstone Small Company C
DAABX24.94N/A
N/A
DFA US Sustainability Targeted Val Instl