HLPPX
Price
$9.78
Change
+$0.09 (+0.93%)
Updated
Dec 3 closing price
Net Assets
39.48M
VGSIX
Price
$29.97
Change
+$0.07 (+0.23%)
Updated
Dec 3 closing price
Net Assets
64B
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HLPPX vs VGSIX

Header iconHLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIXBanner chart's image
LDR Real Estate Value Opportunity P
Price$9.78
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets39.48M
Vanguard Real Estate Index Investor
Price$29.97
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets64B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Dec 04, 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 HLPPX is a Buy and VGSIX is a Buy.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. HLPPX (39.5M). VGSIX pays higher dividends than HLPPX: VGSIX (3.72) vs HLPPX (1.60). HLPPX was incepted earlier than VGSIX: HLPPX (16 years) vs VGSIX (30 years). HLPPX (3.03) is less costly to investors than VGSIX (0.27). HLPPX is a more actively managed with annual turnover of: 58.24 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than HLPPX: VGSIX (0) vs HLPPX (2500). VGSIX annual gain was more profitable for investors over the last year : -3.18 vs. HLPPX (-16.89). VGSIX return over 5 years is better than : 27.56 vs. HLPPX (-13.75).
HLPPXVGSIXHLPPX / VGSIX
Total Expense Ratio3.030.271,122%
Annual Report Gross Expense Ratio3.030.271,122%
Fund Existence16 years30 years-
Gain YTD-9.2124.148-222%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets39.5M64B0%
Annual Yield % from dividends1.603.7243%
Returns for 1 year-16.89-3.18530%
Returns for 3 years-10.3116.21-64%
Returns for 5 years-13.7527.56-50%
Returns for 10 years-31.5059.34-53%
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