Interact to see
Advertisement
Advertisement
HLPPX vs VGSIX
HLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIX
LDR Real Estate Value Opportunity P
Price$9.93
Change-$0.08 (-0.80%)
VolumeN/A
Net Assets11.77M
Vanguard Real Estate Index Investor
Price$30.10
Change-$0.29 (-0.95%)
VolumeN/A
Net Assets65.68B
HLPPX vs VGSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLPPX vs. VGSIX 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 HLPPX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. HLPPX (11.8M). VGSIX pays higher dividends than HLPPX: VGSIX (3.71) vs HLPPX (1.58). HLPPX was incepted earlier than VGSIX: HLPPX (16 years) vs VGSIX (29 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 : -0.15 vs. HLPPX (-11.41). VGSIX return over 5 years is better than : 34.20 vs. HLPPX (-1.98).
| HLPPX | VGSIX | HLPPX / VGSIX | |
| Total Expense Ratio | 3.03 | 0.27 | 1,122% |
| Annual Report Gross Expense Ratio | 3.03 | 0.27 | 1,122% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | -7.060 | 5.538 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 65.7B | 0% |
| Annual Yield % from dividends | 1.58 | 3.71 | 42% |
| Returns for 1 year | -11.41 | -0.15 | 7,397% |
| Returns for 3 years | 5.14 | 33.28 | 15% |
| Returns for 5 years | -1.98 | 34.20 | -6% |
| Returns for 10 years | -28.95 | 61.65 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement