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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$11.59
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.58
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
HLRRX vs VGSNX Comparison Chart
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HLRRX vs. VGSNX commentary
Nov 18, 2024
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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 68.9B vs. HLRRX (15.8M). VGSNX pays higher dividends than HLRRX: VGSNX (4.01) vs HLRRX (3.40). HLRRX was incepted earlier than VGSNX: HLRRX (22 years) vs VGSNX (21 years). HLRRX is a more actively managed with annual turnover of: 20.10 vs. VGSNX (9.00). HLRRX has a lower initial minimum investment than VGSNX: HLRRX (50000) vs VGSNX (5000000). VGSNX (23.50) and HLRRX (23.45) have marching annual gain over last year. VGSNX return over 5 years is better than : 22.30 vs. HLRRX (-2.83).
| HLRRX | VGSNX | HLRRX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 12.924 | 9.414 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 68.9B | 0% |
| Annual Yield % from dividends | 3.40 | 4.01 | 85% |
| Returns for 1 year | 23.45 | 23.50 | 100% |
| Returns for 3 years | -23.00 | -3.68 | 625% |
| Returns for 5 years | -2.83 | 22.30 | -13% |
| Returns for 10 years | -17.16 | 66.69 | -26% |
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