Interact to see
Advertisement
Advertisement
HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.20
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets12.23M
Vanguard Real Estate Index Investor
Price$30.49
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets63.79B
HLRRX vs VGSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VGSIX commentary
Jul 27, 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: 63.8B vs. HLRRX (12.2M). VGSIX pays higher dividends than HLRRX: VGSIX (3.75) vs HLRRX (2.31). 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 : 8.10 vs. HLRRX (-2.66). VGSIX return over 5 years is better than : 41.03 vs. HLRRX (9.42).
| 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 | -5.276 | 4.920 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 63.8B | 0% |
| Annual Yield % from dividends | 2.31 | 3.75 | 62% |
| Returns for 1 year | -2.66 | 8.10 | -33% |
| Returns for 3 years | -7.91 | 9.41 | -84% |
| Returns for 5 years | 9.42 | 41.03 | 23% |
| Returns for 10 years | -25.41 | 63.27 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement