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HLPPX vs VGSIX
HLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIX
LDR Real Estate Value Opportunity P
Price$9.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64M
Vanguard Real Estate Index Investor
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets63.72B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Aug 17, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. HLPPX (11.6M). VGSIX pays higher dividends than HLPPX: VGSIX (3.74) vs HLPPX (1.83). 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 : 1.21 vs. HLPPX (-10.28). VGSIX return over 5 years is better than : 32.02 vs. HLPPX (-3.75).
| 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 | -9.201 | 1.960 | -469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 63.7B | 0% |
| Annual Yield % from dividends | 1.83 | 3.74 | 49% |
| Returns for 1 year | -10.28 | 1.21 | -848% |
| Returns for 3 years | -17.25 | -1.03 | 1,668% |
| Returns for 5 years | -3.75 | 32.02 | -12% |
| Returns for 10 years | -31.89 | 53.88 | -59% |
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