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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets13.21M
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets63.57B
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. HLRRX (13.2M). VGSIX pays higher dividends than HLRRX: VGSIX (3.92) vs HLRRX (2.57). HLRRX was incepted earlier than VGSIX: HLRRX (22 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 (3000) vs HLRRX (10000). VGSIX annual gain was more profitable for investors over the last year : 11.31 vs. HLRRX (1.04). VGSIX return over 5 years is better than : 26.92 vs. HLRRX (-2.35).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | 2.57 | 0.27 | 952% |
| Annual Report Gross Expense Ratio | 2.57 | 0.27 | 952% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -7.458 | 1.346 | -554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.57 | 3.92 | 66% |
| Returns for 1 year | 1.04 | 11.31 | 9% |
| Returns for 3 years | -17.20 | 2.80 | -614% |
| Returns for 5 years | -2.35 | 26.92 | -9% |
| Returns for 10 years | -26.75 | 61.26 | -44% |
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