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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.95
Change+$0.09 (+0.91%)
VolumeN/A
Net Assets11.9M
Vanguard Real Estate Index Institutional
Price$20.28
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets65.73B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Sep 08, 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 (11.9M). VGSNX pays higher dividends than HLRRX: VGSNX (3.78) vs HLRRX (2.11). 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 : 1.03 vs. HLRRX (-11.19). VGSNX return over 5 years is better than : 36.56 vs. HLRRX (-1.79).
| 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 | -7.597 | 5.819 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 65.7B | 0% |
| Annual Yield % from dividends | 2.11 | 3.78 | 56% |
| Returns for 1 year | -11.19 | 1.03 | -1,084% |
| Returns for 3 years | -6.55 | 13.25 | -49% |
| Returns for 5 years | -1.79 | 36.56 | -5% |
| Returns for 10 years | -22.21 | 78.19 | -28% |