Ad is loading...
HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.89
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets13.32M
Vanguard Real Estate Index Investor
Price$29.43
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets63.13B
HLRRX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VGSIX commentary
May 09, 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: 63.1B vs. HLRRX (13.3M). VGSIX pays higher dividends than HLRRX: VGSIX (3.96) 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: 58.24 vs. VGSIX (7.00). 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 : 13.54 vs. HLRRX (2.75). VGSIX return over 5 years is better than : 42.23 vs. HLRRX (16.77).
| 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 | -7.829 | 0.733 | -1,069% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 63.1B | 0% |
| Annual Yield % from dividends | 2.78 | 3.96 | 70% |
| Returns for 1 year | 2.75 | 13.54 | 20% |
| Returns for 3 years | -13.44 | 4.82 | -279% |
| Returns for 5 years | 16.77 | 42.23 | 40% |
| Returns for 10 years | -28.26 | 55.84 | -51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers