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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$11.58
Change-$0.07 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$30.92
Change-$0.16 (-0.51%)
VolumeN/A
CapitalizationN/A
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Dec 19, 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 StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. HLRRX (15.6M). 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 annual gain was more profitable for investors over the last year : 11.86 vs. VGSIX (9.98). VGSIX return over 5 years is better than : 21.15 vs. HLRRX (-3.72).
| 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 | 12.826 | 8.355 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 70.8B | 0% |
| Annual Yield % from dividends | 3.40 | 3.85 | 88% |
| Returns for 1 year | 11.86 | 9.98 | 119% |
| Returns for 3 years | -21.55 | -6.75 | 320% |
| Returns for 5 years | -3.72 | 21.15 | -18% |
| Returns for 10 years | -19.09 | 57.19 | -33% |
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