DTF Tax-Free Income 2028 Term Fund (DTF) vs Principal Real Estate Income Fund (PGZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
DTF Tax-Free Income 2028 Term Fund is the larger company by market cap ($79.0 million vs $58.8 million), about 1.3 times the size. On valuation, Principal Real Estate Income Fund trades at a lower trailing P/E (9.1x vs 27.4x for DTF Tax-Free Income 2028 Term Fund). DTF Tax-Free Income 2028 Term Fund pays a dividend yielding 3.47%, while Principal Real Estate Income Fund does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Head-to-head
| Metric | DTF | PGZ |
|---|---|---|
| Share price | $11.24 | $8.78 |
| Market cap | $79.01M | $58.77M |
| 1-day change | +0.31% | -0.79% |
| YTD return | -1.93% | — |
| 1-year return | -2.35% | — |
| 5-year return | -21.84% | — |
| P/E ratio (TTM) | 27.41 | 9.05 |
| EPS (TTM) | $0.41 | $0.97 |
| Dividend yield | 3.47% | 14.24% |
| Annual dividend | $0.39 | $0.00 |
| 52-week high | $11.61 | $10.58 |
| 52-week low | $11.14 | $8.73 |
| Distance from 52-week high | -3.19% | -17.01% |
| Average volume | 6.58K | 19.67K |
| Shares outstanding | 7.03M | 6.69M |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- DTF Tax-Free Income 2028 Term Fund trades at a higher earnings multiple (27.4x vs 9.1x trailing P/E).
- Principal Real Estate Income Fund offers a meaningfully higher dividend yield (14.24% vs 3.47%).
DTF vs PGZ FAQ
Which is bigger, DTF Tax-Free Income 2028 Term Fund or Principal Real Estate Income Fund?
DTF Tax-Free Income 2028 Term Fund (DTF) is larger, with a market capitalization of $79.01M compared with $58.77M for Principal Real Estate Income Fund (PGZ).
Which has the lower P/E ratio, DTF or PGZ?
PGZ has the lower trailing P/E at 9.1, versus 27.4 for DTF. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, DTF Tax-Free Income 2028 Term Fund or Principal Real Estate Income Fund?
Principal Real Estate Income Fund has the higher yield at 14.24%, compared with 3.47% for DTF Tax-Free Income 2028 Term Fund.
Are DTF Tax-Free Income 2028 Term Fund and Principal Real Estate Income Fund in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.