Interact to see
Advertisement
Advertisement
HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$10.20
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets12.23M
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
HLRRX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VRTPX commentary
Jul 27, 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: 9.48B vs. HLRRX (12.2M). VRTPX pays higher dividends than HLRRX: VRTPX (3.80) vs HLRRX (2.31). 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 : 8.32 vs. HLRRX (-2.66). VRTPX return over 5 years is better than : 41.61 vs. HLRRX (9.42).
| 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 | -5.276 | 5.048 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 9.48B | 0% |
| Annual Yield % from dividends | 2.31 | 3.80 | 61% |
| Returns for 1 year | -2.66 | 8.32 | -32% |
| Returns for 3 years | -7.91 | 9.47 | -84% |
| Returns for 5 years | 9.42 | 41.61 | 23% |
| Returns for 10 years | -25.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement