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OFS Capital (OFS) 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 9, 2026.

Summary

Principal Real Estate Income Fund is the larger company by market cap ($58.9 million vs $57.2 million), about 1.0 times the size. OFS Capital pays a dividend yielding 19.91%, while Principal Real Estate Income Fund does not currently pay one.

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

Relative performance

OFS+3.14%PGZ-0.56%
+3%+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

OFS versus PGZ key metrics
MetricOFSPGZ
Share price$4.27$8.80
Market cap$57.21M$58.91M
1-day change+3.14%-0.56%
YTD return-10.29%—
1-year return-42.91%—
5-year return-61.22%—
P/E ratio (TTM)—8.98
Forward P/E5.77—
EPS (TTM)$-1.65$0.98
Dividend yield19.91%14.32%
Annual dividend$0.85$0.00
52-week high$7.54$10.58
52-week low$2.72$8.73
Distance from 52-week high-43.37%-16.82%
Analyst consensushold—
Avg. price target upside+17.10%—
Average volume70.61K19.80K
Shares outstanding13.40M6.69M
Employees47—
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

  • OFS Capital offers a meaningfully higher dividend yield (19.91% vs 14.32%).

About OFS Capital

OFS stock →

OFS Capital Corporation is a business development company specializing in direct and fund investments as well as add-on acquisitions. It provides flexible capital solutions primarily through debt capital and to a lesser extent, minority equity investments serving the needs of U.S.-based middle-market companies across a broad array of industries.

Financial Services · Asset Management · 47 employees

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

OFS vs PGZ FAQ

Which is bigger, OFS Capital or Principal Real Estate Income Fund?

Principal Real Estate Income Fund (PGZ) is larger, with a market capitalization of $58.91M compared with $57.21M for OFS Capital (OFS).

Which pays a higher dividend, OFS Capital or Principal Real Estate Income Fund?

OFS Capital has the higher yield at 19.91%, compared with 14.32% for Principal Real Estate Income Fund.

Are OFS Capital 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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