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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.95
Change+$0.09 (+0.91%)
VolumeN/A
Net Assets11.9M
Vanguard Real Estate Index Investor
Price$30.72
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets65.73B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Sep 08, 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 (11.9M). VGSIX pays higher dividends than HLRRX: VGSIX (3.62) vs HLRRX (2.11). 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 : 0.88 vs. HLRRX (-11.19). VGSIX return over 5 years is better than : 35.51 vs. HLRRX (-1.79).
| 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 | -7.597 | 5.711 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 65.7B | 0% |
| Annual Yield % from dividends | 2.11 | 3.62 | 58% |
| Returns for 1 year | -11.19 | 0.88 | -1,270% |
| Returns for 3 years | -6.55 | 12.67 | -52% |
| Returns for 5 years | -1.79 | 35.51 | -5% |
| Returns for 10 years | -22.21 | 75.73 | -29% |