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HLPPX vs VGSIX
HLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIX
LDR Real Estate Value Opportunity P
Price$9.64
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets29.6M
Vanguard Real Estate Index Investor
Price$29.54
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets65.38B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Dec 28, 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: 65.4B vs. HLPPX (29.6M). 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 : 2.00 vs. HLPPX (-12.06). VGSIX return over 5 years is better than : 25.58 vs. HLPPX (-17.10).
| 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 | -9.774 | 2.586 | -378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 65.4B | 0% |
| Annual Yield % from dividends | 1.60 | 3.72 | 43% |
| Returns for 1 year | -12.06 | 2.00 | -603% |
| Returns for 3 years | -7.00 | 19.60 | -36% |
| Returns for 5 years | -17.10 | 25.58 | -67% |
| Returns for 10 years | -26.71 | 52.41 | -51% |
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