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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.91
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets11.53M
Vanguard Real Estate Index Institutional
Price$19.97
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets65.73B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. HLRRX (11.5M). 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 : -1.96 vs. HLRRX (-12.91). VGSNX return over 5 years is better than : 42.13 vs. HLRRX (3.92).
| 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 | -7.796 | 5.201 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 65.7B | 0% |
| Annual Yield % from dividends | 2.11 | 3.78 | 56% |
| Returns for 1 year | -12.91 | -1.96 | 660% |
| Returns for 3 years | 3.79 | 29.04 | 13% |
| Returns for 5 years | 3.92 | 42.13 | 9% |
| Returns for 10 years | -22.39 | 72.14 | -31% |
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