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HLPPX vs VGSIX
HLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIX
LDR Real Estate Value Opportunity P
Price$9.60
Change-$0.14 (-1.44%)
VolumeN/A
Net Assets11.61M
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.36 (-1.20%)
VolumeN/A
Net Assets64B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Nov 14, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. HLPPX (11.6M). VGSIX pays higher dividends than HLPPX: VGSIX (3.81) vs HLPPX (1.58). 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 : -0.19 vs. HLPPX (-14.45). VGSIX return over 5 years is better than : 27.45 vs. HLPPX (-10.05).
| HLPPX | VGSIX | HLPPX / VGSIX | |
| Total Expense Ratio | 3.03 | 0.27 | 1,122% |
| Annual Report Gross Expense Ratio | 3.03 | 0.27 | 1,122% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | -8.838 | 4.426 | -200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 64B | 0% |
| Annual Yield % from dividends | 1.58 | 3.81 | 42% |
| Returns for 1 year | -14.45 | -0.19 | 7,417% |
| Returns for 3 years | -8.61 | 17.41 | -49% |
| Returns for 5 years | -10.05 | 27.45 | -37% |
| Returns for 10 years | -29.49 | 65.43 | -45% |
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