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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$9.95
Change+$0.09 (+0.91%)
VolumeN/A
Net Assets11.9M
Vanguard Real Estate II Index
Price$22.00
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets9.82B
HLRRX vs VRTPX Comparison Chart in %
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HLRRX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. HLRRX (11.9M). VRTPX pays higher dividends than HLRRX: VRTPX (3.67) vs HLRRX (2.11). HLRRX was incepted earlier than VRTPX: HLRRX (23 years) vs VRTPX (8 years). HLRRX (2.57) is less costly to investors than VRTPX (0.08). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VRTPX (4.00). HLRRX has a lower initial minimum investment than VRTPX: HLRRX (10000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 1.08 vs. HLRRX (-11.19). VRTPX return over 5 years is better than : 36.07 vs. HLRRX (-1.79).
| HLRRX | VRTPX | HLRRX / VRTPX | |
| Total Expense Ratio | 2.57 | 0.08 | 3,213% |
| Annual Report Gross Expense Ratio | 2.57 | 0.08 | 3,213% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -7.597 | 5.857 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 9.82B | 0% |
| Annual Yield % from dividends | 2.11 | 3.67 | 58% |
| Returns for 1 year | -11.19 | 1.08 | -1,039% |
| Returns for 3 years | -6.55 | 12.74 | -51% |
| Returns for 5 years | -1.79 | 36.07 | -5% |
| Returns for 10 years | -22.21 | N/A | - |