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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.67
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets40.19M
Vanguard Real Estate Index Investor
Price$29.41
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets64B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Nov 20, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. HLRRX (40.2M). VGSIX pays higher dividends than HLRRX: VGSIX (3.81) vs HLRRX (2.00). HLRRX was incepted earlier than VGSIX: HLRRX (23 years) vs VGSIX (30 years). HLRRX (2.57) is less costly to investors than VGSIX (0.27). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than HLRRX: VGSIX (0) vs HLRRX (10000). VGSIX annual gain was more profitable for investors over the last year : -2.49 vs. HLRRX (-16.17). VGSIX return over 5 years is better than : 26.79 vs. HLRRX (-11.20).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | 2.57 | 0.27 | 952% |
| Annual Report Gross Expense Ratio | 2.57 | 0.27 | 952% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -10.029 | 2.933 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 64B | 0% |
| Annual Yield % from dividends | 2.00 | 3.81 | 53% |
| Returns for 1 year | -16.17 | -2.49 | 648% |
| Returns for 3 years | -7.90 | 17.73 | -45% |
| Returns for 5 years | -11.20 | 26.79 | -42% |
| Returns for 10 years | -30.45 | 57.30 | -53% |
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