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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$10.20
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets12.23M
Vanguard Real Estate Index Institutional
Price$20.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets63.79B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Jul 27, 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: 63.8B vs. HLRRX (12.2M). VGSNX pays higher dividends than HLRRX: VGSNX (3.92) vs HLRRX (2.31). 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 : 8.28 vs. HLRRX (-2.66). VGSNX return over 5 years is better than : 42.19 vs. HLRRX (9.42).
| 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 | -5.276 | 5.036 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 63.8B | 0% |
| Annual Yield % from dividends | 2.31 | 3.92 | 59% |
| Returns for 1 year | -2.66 | 8.28 | -32% |
| Returns for 3 years | -7.91 | 9.98 | -79% |
| Returns for 5 years | 9.42 | 42.19 | 22% |
| Returns for 10 years | -25.41 | 65.64 | -39% |
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