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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$9.89
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets13.32M
Vanguard Real Estate II Index
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.32B
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX commentary
May 09, 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: 9.32B vs. HLRRX (13.3M). VRTPX pays higher dividends than HLRRX: VRTPX (4.01) vs HLRRX (2.78). HLRRX was incepted earlier than VRTPX: HLRRX (22 years) vs VRTPX (8 years). HLRRX (2.16) 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 (50000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 13.23 vs. HLRRX (2.75). VRTPX return over 5 years is better than : 42.24 vs. HLRRX (16.77).
| 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 | 8 years | - |
| Gain YTD | -7.829 | 0.364 | -2,151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 9.32B | 0% |
| Annual Yield % from dividends | 2.78 | 4.01 | 69% |
| Returns for 1 year | 2.75 | 13.23 | 21% |
| Returns for 3 years | -13.44 | 4.40 | -306% |
| Returns for 5 years | 16.77 | 42.24 | 40% |
| Returns for 10 years | -28.26 | N/A | - |
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