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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$9.69
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets13M
Vanguard Real Estate II Index
Price$20.88
Change+$0.31 (+1.51%)
VolumeN/A
Net Assets9.54B
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX commentary
Apr 19, 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: 9.54B vs. HLRRX (13M). VRTPX pays higher dividends than HLRRX: VRTPX (3.92) 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: 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 : 15.11 vs. HLRRX (5.39). VRTPX return over 5 years is better than : 37.45 vs. HLRRX (17.98).
| 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 | -10.057 | -1.569 | 641% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 9.54B | 0% |
| Annual Yield % from dividends | 2.78 | 3.92 | 71% |
| Returns for 1 year | 5.39 | 15.11 | 36% |
| Returns for 3 years | -21.65 | -9.68 | 224% |
| Returns for 5 years | 17.98 | 37.45 | 48% |
| Returns for 10 years | -31.72 | N/A | - |
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