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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$10.53
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets14.18M
Vanguard Real Estate II Index
Price$22.23
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets9.79B
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX commentary
Mar 10, 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: 9.79B vs. HLRRX (14.2M). VRTPX pays higher dividends than HLRRX: VRTPX (3.61) vs HLRRX (2.96). HLRRX was incepted earlier than VRTPX: HLRRX (22 years) vs VRTPX (7 years). HLRRX (2.16) is less costly to investors than VRTPX (0.08). HLRRX is a more actively managed with annual turnover of: 20.10 vs. VRTPX (6.00). HLRRX has a lower initial minimum investment than VRTPX: HLRRX (50000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.85 vs. HLRRX (10.12). VRTPX return over 5 years is better than : 22.64 vs. HLRRX (-6.06).
| HLRRX | VRTPX | HLRRX / VRTPX | |
| Total Expense Ratio | 2.16 | 0.08 | 2,700% |
| Annual Report Gross Expense Ratio | 2.16 | 0.08 | 2,700% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | -2.307 | 3.782 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2M | 9.79B | 0% |
| Annual Yield % from dividends | 2.96 | 3.61 | 82% |
| Returns for 1 year | 10.12 | 10.85 | 93% |
| Returns for 3 years | -13.80 | 1.06 | -1,304% |
| Returns for 5 years | -6.06 | 22.64 | -27% |
| Returns for 10 years | -24.34 | N/A | - |
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