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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.69
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets13M
Vanguard Real Estate Index Institutional
Price$19.05
Change+$0.29 (+1.55%)
VolumeN/A
Net Assets65.66B
HLRRX vs VGSNX Comparison Chart
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HLRRX vs. VGSNX commentary
Apr 19, 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. HLRRX (13M). VGSNX pays higher dividends than HLRRX: VGSNX (4.03) vs HLRRX (2.78). HLRRX was incepted earlier than VGSNX: HLRRX (22 years) vs VGSNX (21 years). HLRRX (2.16) is less costly to investors than VGSNX (0.11). 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 annual gain was more profitable for investors over the last year : 15.07 vs. HLRRX (5.39). VGSNX return over 5 years is better than : 38.00 vs. HLRRX (17.98).
| HLRRX | VGSNX | HLRRX / VGSNX | |
| Total Expense Ratio | 2.16 | 0.11 | 1,964% |
| Annual Report Gross Expense Ratio | 2.16 | 0.11 | 1,964% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | -10.057 | -1.571 | 640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 65.7B | 0% |
| Annual Yield % from dividends | 2.78 | 4.03 | 69% |
| Returns for 1 year | 5.39 | 15.07 | 36% |
| Returns for 3 years | -21.65 | -9.24 | 234% |
| Returns for 5 years | 17.98 | 38.00 | 47% |
| Returns for 10 years | -31.72 | 49.30 | -64% |
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