HLPPX
Price
$9.59
Change
-$0.05 (-0.52%)
Updated
Nov 19 closing price
Net Assets
40.45M
VGSIX
Price
$29.41
Change
-$0.23 (-0.78%)
Updated
Nov 19 closing price
Net Assets
64B
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HLPPX vs VGSIX

Header iconHLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIXBanner chart's image
LDR Real Estate Value Opportunity P
Price$9.59
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets40.45M
Vanguard Real Estate Index Investor
Price$29.41
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets64B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Nov 20, 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 HLPPX is a Hold and VGSIX is a Hold.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. HLPPX (40.4M). VGSIX pays higher dividends than HLPPX: VGSIX (3.81) vs HLPPX (1.58). HLPPX was incepted earlier than VGSIX: HLPPX (16 years) vs VGSIX (30 years). HLPPX (3.03) is less costly to investors than VGSIX (0.27). HLPPX is a more actively managed with annual turnover of: 58.24 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than HLPPX: VGSIX (0) vs HLPPX (2500). VGSIX annual gain was more profitable for investors over the last year : -2.49 vs. HLPPX (-16.42). VGSIX return over 5 years is better than : 26.79 vs. HLPPX (-12.75).
HLPPXVGSIXHLPPX / VGSIX
Total Expense Ratio3.030.271,122%
Annual Report Gross Expense Ratio3.030.271,122%
Fund Existence16 years30 years-
Gain YTD-10.2422.933-349%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.4M64B0%
Annual Yield % from dividends1.583.8142%
Returns for 1 year-16.42-2.49658%
Returns for 3 years-8.8117.73-50%
Returns for 5 years-12.7526.79-48%
Returns for 10 years-32.7257.30-57%
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