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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$11.58
Change-$0.07 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$20.41
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
HLRRX vs VGSNX Comparison Chart
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HLRRX vs. VGSNX commentary
Dec 19, 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 StrongSell and VGSNX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 70.8B vs. HLRRX (15.6M). 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). HLRRX annual gain was more profitable for investors over the last year : 11.86 vs. VGSNX (10.18). VGSNX return over 5 years is better than : 22.11 vs. HLRRX (-3.72).
| 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 | 12.826 | 8.510 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 70.8B | 0% |
| Annual Yield % from dividends | 3.40 | 4.01 | 85% |
| Returns for 1 year | 11.86 | 10.18 | 117% |
| Returns for 3 years | -21.55 | -6.30 | 342% |
| Returns for 5 years | -3.72 | 22.11 | -17% |
| Returns for 10 years | -19.09 | 59.32 | -32% |
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