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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$10.03
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets12.24M
Vanguard Real Estate Index Institutional
Price$19.42
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets63.57B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Jun 30, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. HLRRX (12.2M). VGSNX pays higher dividends than HLRRX: VGSNX (4.08) vs HLRRX (2.57). 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 : 10.64 vs. HLRRX (2.11). VGSNX return over 5 years is better than : 40.79 vs. HLRRX (9.68).
| 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 | -6.855 | 1.331 | -515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.57 | 4.08 | 63% |
| Returns for 1 year | 2.11 | 10.64 | 20% |
| Returns for 3 years | -6.83 | 9.42 | -72% |
| Returns for 5 years | 9.68 | 40.79 | 24% |
| Returns for 10 years | -24.93 | 67.30 | -37% |
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