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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.03
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets12.24M
Vanguard Real Estate Index Investor
Price$29.42
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets63.57B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Jun 30, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. HLRRX (12.2M). VGSIX pays higher dividends than HLRRX: VGSIX (3.92) vs HLRRX (2.57). HLRRX was incepted earlier than VGSIX: HLRRX (23 years) vs VGSIX (29 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 : 10.43 vs. HLRRX (2.11). VGSIX return over 5 years is better than : 39.63 vs. HLRRX (9.68).
| 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 | 29 years | - |
| Gain YTD | -6.855 | 1.238 | -554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.57 | 3.92 | 66% |
| Returns for 1 year | 2.11 | 10.43 | 20% |
| Returns for 3 years | -6.83 | 8.85 | -77% |
| Returns for 5 years | 9.68 | 39.63 | 24% |
| Returns for 10 years | -24.93 | 64.90 | -38% |
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