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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.67
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets40.19M
Vanguard Real Estate Index Institutional
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets64B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Nov 20, 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 Hold and VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. HLRRX (40.2M). VGSNX pays higher dividends than HLRRX: VGSNX (3.98) vs HLRRX (2.00). 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 : -2.35 vs. HLRRX (-16.17). VGSNX return over 5 years is better than : 27.75 vs. HLRRX (-11.20).
| 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 | -10.029 | 3.041 | -330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 64B | 0% |
| Annual Yield % from dividends | 2.00 | 3.98 | 50% |
| Returns for 1 year | -16.17 | -2.35 | 688% |
| Returns for 3 years | -7.90 | 18.24 | -43% |
| Returns for 5 years | -11.20 | 27.75 | -40% |
| Returns for 10 years | -30.45 | 59.49 | -51% |
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