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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$10.70
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets14.25M
Vanguard Real Estate II Index
Price$21.83
Change+$0.31 (+1.44%)
VolumeN/A
Net Assets9.29B
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. HLRRX (14.3M). 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). VRTPX annual gain was more profitable for investors over the last year : 12.52 vs. HLRRX (8.68). VRTPX return over 5 years is better than : 16.28 vs. HLRRX (-12.13).
| 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 | -2.799 | 1.914 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 9.29B | 0% |
| Annual Yield % from dividends | 3.40 | 3.98 | 86% |
| Returns for 1 year | 8.68 | 12.52 | 69% |
| Returns for 3 years | -15.47 | -4.31 | 359% |
| Returns for 5 years | -12.13 | 16.28 | -75% |
| Returns for 10 years | -26.60 | N/A | - |
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