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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.69
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets13M
Vanguard Real Estate Index Investor
Price$28.86
Change+$0.43 (+1.51%)
VolumeN/A
Net Assets65.66B
HLRRX vs VGSIX Comparison Chart
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HLRRX vs. VGSIX commentary
Apr 19, 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: 65.7B vs. HLRRX (13M). VGSIX pays higher dividends than HLRRX: VGSIX (3.87) vs HLRRX (2.78). HLRRX was incepted earlier than VGSIX: HLRRX (22 years) vs VGSIX (29 years). HLRRX (2.16) is less costly to investors than VGSIX (0.27). 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 : 14.88 vs. HLRRX (5.39). VGSIX return over 5 years is better than : 36.88 vs. HLRRX (17.98).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | 2.16 | 0.27 | 800% |
| Annual Report Gross Expense Ratio | 2.16 | 0.27 | 800% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -10.057 | -1.620 | 621% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 65.7B | 0% |
| Annual Yield % from dividends | 2.78 | 3.87 | 72% |
| Returns for 1 year | 5.39 | 14.88 | 36% |
| Returns for 3 years | -21.65 | -9.69 | 223% |
| Returns for 5 years | 17.98 | 36.88 | 49% |
| Returns for 10 years | -31.72 | 47.22 | -67% |
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