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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$11.59
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.17
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Nov 18, 2024
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: 68.9B vs. HLRRX (15.8M). VGSIX pays higher dividends than HLRRX: VGSIX (3.85) vs HLRRX (3.40). HLRRX was incepted earlier than VGSIX: HLRRX (22 years) vs VGSIX (29 years). 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). HLRRX (23.45) and VGSIX (23.30) have marching annual gain over last year. VGSIX return over 5 years is better than : 21.30 vs. HLRRX (-2.83).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 12.924 | 9.231 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 68.9B | 0% |
| Annual Yield % from dividends | 3.40 | 3.85 | 88% |
| Returns for 1 year | 23.45 | 23.30 | 101% |
| Returns for 3 years | -23.00 | -4.16 | 553% |
| Returns for 5 years | -2.83 | 21.30 | -13% |
| Returns for 10 years | -17.16 | 63.63 | -27% |
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