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CREFX vs HLPPX
CREFX vs HLPPX Comparison
Open Charts CREFX vs HLPPX
Cohen & Steers Real Estate Securities F
Price$17.76
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets7.8B
LDR Real Estate Value Opportunity P
Price$10.43
Change-$0.14 (-1.32%)
VolumeN/A
Net Assets14.08M
CREFX vs HLPPX Comparison Chart
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CREFX vs. HLPPX commentary
Feb 23, 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: 7.8B vs. HLPPX (14.1M). HLPPX (3.06) and CREFX (3.03) have matching dividends . CREFX was incepted earlier than HLPPX: CREFX (8 years) vs HLPPX (15 years). CREFX is a more actively managed with annual turnover of: 41.00 vs. HLPPX (20.10). 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 : 13.25 vs. HLPPX (9.33). CREFX return over 5 years is better than : 8.13 vs. HLPPX (-18.36).
| CREFX | HLPPX | CREFX / HLPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 2.837 | -3.501 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 14.1M | 55,319% |
| Annual Yield % from dividends | 3.03 | 3.06 | 99% |
| Returns for 1 year | 13.25 | 9.33 | 142% |
| Returns for 3 years | 0.67 | -15.62 | -4% |
| Returns for 5 years | 8.13 | -18.36 | -44% |
| Returns for 10 years | N/A | -28.72 | - |
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