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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.70
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets14.25M
Vanguard Real Estate Index Investor
Price$30.18
Change+$0.42 (+1.41%)
VolumeN/A
Net Assets64.7B
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. HLRRX (14.3M). 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). VGSIX annual gain was more profitable for investors over the last year : 10.77 vs. HLRRX (8.68). VGSIX return over 5 years is better than : 14.14 vs. HLRRX (-12.13).
| 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 | -2.799 | 0.473 | -592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 64.7B | 0% |
| Annual Yield % from dividends | 3.40 | 3.85 | 88% |
| Returns for 1 year | 8.68 | 10.77 | 81% |
| Returns for 3 years | -15.47 | -5.70 | 271% |
| Returns for 5 years | -12.13 | 14.14 | -86% |
| Returns for 10 years | -26.60 | 43.17 | -62% |
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