Ad is loading...
HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$10.70
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets14.25M
Vanguard Real Estate Index Institutional
Price$19.92
Change+$0.28 (+1.43%)
VolumeN/A
Net Assets64.7B
HLRRX vs VGSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VGSNX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64.7B vs. HLRRX (14.3M). 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). VGSNX annual gain was more profitable for investors over the last year : 10.93 vs. HLRRX (8.68). VGSNX return over 5 years is better than : 15.08 vs. HLRRX (-12.13).
| 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 | -2.799 | 0.460 | -608% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 64.7B | 0% |
| Annual Yield % from dividends | 3.40 | 4.01 | 85% |
| Returns for 1 year | 8.68 | 10.93 | 79% |
| Returns for 3 years | -15.47 | -5.26 | 294% |
| Returns for 5 years | -12.13 | 15.08 | -80% |
| Returns for 10 years | -26.60 | 45.16 | -59% |
View a ticker or compare two or three
VS
VS
Ad is loading...