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Mexico Equity and Income Fund (MXE) 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

Principal Real Estate Income Fund is the larger company by market cap ($58.9 million vs $55.0 million), about 1.1 times the size. On valuation, Mexico Equity and Income Fund trades at a lower trailing P/E (3.8x vs 9.1x for Principal Real Estate Income Fund). Mexico Equity and Income Fund pays a dividend yielding 1.87%, while Principal Real Estate Income Fund does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

MXE-1.34%PGZ-0.56%
+0%-1%-1%
Oct 7, 20261 yearOct 8, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

MXE versus PGZ key metrics
MetricMXEPGZ
Share price$12.50$8.80
Market cap$55.00M$58.91M
1-day change-1.34%-0.56%
P/E ratio (TTM)3.789.07
EPS (TTM)$3.31$0.97
Dividend yield1.87%14.24%
Annual dividend$0.234$0.00
52-week high$14.30$10.58
52-week low$11.11$8.73
Distance from 52-week high-12.59%-16.82%
Average volume3.33K19.80K
Shares outstanding4.40M6.69M
SectorFinancial ServicesFinancial Services
IndustryAsset ManagementAsset Management

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

  • Principal Real Estate Income Fund trades at a higher earnings multiple (9.1x vs 3.8x trailing P/E).
  • Principal Real Estate Income Fund offers a meaningfully higher dividend yield (14.24% vs 1.87%).

About Mexico Equity and Income Fund

MXE stock →

Mexico Equity & Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Pichardo Asset Management, S.A.

Financial Services · Asset Management

About Principal Real Estate Income Fund

PGZ stock →

Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC.

Financial Services · Asset Management

MXE vs PGZ FAQ

Which is bigger, Mexico Equity and Income Fund or Principal Real Estate Income Fund?

Principal Real Estate Income Fund (PGZ) is larger, with a market capitalization of $58.91M compared with $55.00M for Mexico Equity and Income Fund (MXE).

Which has the lower P/E ratio, MXE or PGZ?

MXE has the lower trailing P/E at 3.8, versus 9.1 for PGZ. 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, Mexico Equity and Income Fund or Principal Real Estate Income Fund?

Principal Real Estate Income Fund has the higher yield at 14.24%, compared with 1.87% for Mexico Equity and Income Fund.

Are Mexico Equity and Income Fund and Principal Real Estate Income Fund in the same industry?

Yes. Both are classified in the Asset Management industry within the Financial Services sector.

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