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CREFX vs HLPPX
CREFX vs HLPPX Comparison
Open Charts CREFX vs HLPPX
Cohen & Steers Real Estate Securities F
Price$17.72
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets8.3B
LDR Real Estate Value Opportunity P
Price$9.93
Change-$0.08 (-0.80%)
VolumeN/A
Net Assets11.77M
CREFX vs HLPPX Comparison Chart in %
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CREFX vs. HLPPX commentary
Oct 07, 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 CREFX is a Buy and HLPPX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.3B vs. HLPPX (11.8M). CREFX pays higher dividends than HLPPX: CREFX (2.83) vs HLPPX (1.58). CREFX was incepted earlier than HLPPX: CREFX (9 years) vs HLPPX (16 years). HLPPX (3.03) is less costly to investors than CREFX (0.75). HLPPX is a more actively managed with annual turnover of: 58.24 vs. CREFX (35.00). CREFX has a lower initial minimum investment than HLPPX: CREFX (0) vs HLPPX (2500). CREFX annual gain was more profitable for investors over the last year : -1.02 vs. HLPPX (-11.41). CREFX return over 5 years is better than : 33.02 vs. HLPPX (-1.98).
| CREFX | HLPPX | CREFX / HLPPX | |
| Total Expense Ratio | 0.75 | 3.03 | 25% |
| Annual Report Gross Expense Ratio | 0.75 | 3.03 | 25% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 5.806 | -7.060 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3B | 11.8M | 70,373% |
| Annual Yield % from dividends | 2.83 | 1.58 | 179% |
| Returns for 1 year | -1.02 | -11.41 | 9% |
| Returns for 3 years | 35.78 | 5.14 | 696% |
| Returns for 5 years | 33.02 | -1.98 | -1,670% |
| Returns for 10 years | N/A | -28.95 | - |
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