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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.53
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets14.18M
Vanguard Real Estate Index Investor
Price$30.73
Change+$0.22 (+0.72%)
VolumeN/A
Net Assets67.79B
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Mar 10, 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 HLRRX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 67.8B vs. HLRRX (14.2M). VGSIX pays higher dividends than HLRRX: VGSIX (3.52) vs HLRRX (2.96). HLRRX was incepted earlier than VGSIX: HLRRX (22 years) vs VGSIX (29 years). HLRRX (2.16) is less costly to investors than VGSIX (0.27). HLRRX is a more actively managed with annual turnover of: 20.10 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than HLRRX: VGSIX (3000) vs HLRRX (50000). VGSIX annual gain was more profitable for investors over the last year : 10.65 vs. HLRRX (10.12). VGSIX return over 5 years is better than : 22.09 vs. HLRRX (-6.06).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | 2.16 | 0.27 | 800% |
| Annual Report Gross Expense Ratio | 2.16 | 0.27 | 800% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -2.307 | 3.747 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2M | 67.8B | 0% |
| Annual Yield % from dividends | 2.96 | 3.52 | 84% |
| Returns for 1 year | 10.12 | 10.65 | 95% |
| Returns for 3 years | -13.80 | 1.00 | -1,381% |
| Returns for 5 years | -6.06 | 22.09 | -27% |
| Returns for 10 years | -24.34 | 57.74 | -42% |
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