Interact to see
Advertisement
Advertisement
HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$10.07
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets11.69M
Vanguard Real Estate Index Institutional
Price$20.14
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets65.68B
HLRRX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VGSNX commentary
Oct 22, 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 StrongBuy and VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. HLRRX (11.7M). VGSNX pays higher dividends than HLRRX: VGSNX (3.87) vs HLRRX (2.00). HLRRX was incepted earlier than VGSNX: HLRRX (23 years) vs VGSNX (22 years). HLRRX (2.57) is less costly to investors than VGSNX (0.11). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VGSNX (7.00). HLRRX has a lower initial minimum investment than VGSNX: HLRRX (10000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 0.22 vs. HLRRX (-11.04). VGSNX return over 5 years is better than : 39.91 vs. HLRRX (1.92).
| HLRRX | VGSNX | HLRRX / VGSNX | |
| Total Expense Ratio | 2.57 | 0.11 | 2,336% |
| Annual Report Gross Expense Ratio | 2.57 | 0.11 | 2,336% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -6.307 | 6.412 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 65.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.87 | 52% |
| Returns for 1 year | -11.04 | 0.22 | -5,046% |
| Returns for 3 years | 3.00 | 33.57 | 9% |
| Returns for 5 years | 1.92 | 39.91 | 5% |
| Returns for 10 years | -27.51 | 61.73 | -45% |