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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$11.58
Change-$0.07 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX commentary
Dec 19, 2024
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 StrongSell and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. HLRRX (15.6M). VRTPX pays higher dividends than HLRRX: VRTPX (3.98) vs HLRRX (3.40). HLRRX was incepted earlier than VRTPX: HLRRX (22 years) vs VRTPX (7 years). 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). HLRRX annual gain was more profitable for investors over the last year : 11.86 vs. VRTPX (10.20). VRTPX return over 5 years is better than : 21.64 vs. HLRRX (-3.72).
| HLRRX | VRTPX | HLRRX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 12.826 | 8.572 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 10.1B | 0% |
| Annual Yield % from dividends | 3.40 | 3.98 | 86% |
| Returns for 1 year | 11.86 | 10.20 | 116% |
| Returns for 3 years | -21.55 | -6.72 | 321% |
| Returns for 5 years | -3.72 | 21.64 | -17% |
| Returns for 10 years | -19.09 | N/A | - |
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