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HLPPX vs VRTPX
HLPPX vs VRTPX Comparison
Open Charts HLPPX vs VRTPX
LDR Real Estate Value Opportunity P
Price$10.19
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets12.51M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
HLPPX vs VRTPX Comparison Chart in %
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HLPPX vs. VRTPX commentary
Jul 05, 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. HLPPX (12.5M). VRTPX pays higher dividends than HLPPX: VRTPX (3.80) vs HLPPX (1.88). HLPPX was incepted earlier than VRTPX: HLPPX (16 years) vs VRTPX (8 years). HLPPX (3.03) is less costly to investors than VRTPX (0.08). HLPPX is a more actively managed with annual turnover of: 58.24 vs. VRTPX (4.00). HLPPX has a lower initial minimum investment than VRTPX: HLPPX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.26 vs. HLPPX (2.90). VRTPX return over 5 years is better than : 35.67 vs. HLPPX (6.67).
| HLPPX | VRTPX | HLPPX / VRTPX | |
| Total Expense Ratio | 3.03 | 0.08 | 3,788% |
| Annual Report Gross Expense Ratio | 3.03 | 0.08 | 3,788% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -4.712 | 3.096 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 9.42B | 0% |
| Annual Yield % from dividends | 1.88 | 3.80 | 49% |
| Returns for 1 year | 2.90 | 12.26 | 24% |
| Returns for 3 years | -6.06 | 9.70 | -62% |
| Returns for 5 years | 6.67 | 35.67 | 19% |
| Returns for 10 years | -27.05 | N/A | - |
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