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HLPPX vs VGSIX
HLPPX vs VGSIX Comparison
Open Charts HLPPX vs VGSIX
LDR Real Estate Value Opportunity P
Price$9.22
Change-$0.57 (-5.82%)
VolumeN/A
Net Assets29.21M
Vanguard Real Estate Index Investor
Price$29.80
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets64.03B
HLPPX vs VGSIX Comparison Chart in %
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HLPPX vs. VGSIX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. HLPPX (29.2M). VGSIX pays higher dividends than HLPPX: VGSIX (3.68) vs HLPPX (1.21). 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 : 3.04 vs. HLPPX (-11.26). VGSIX return over 5 years is better than : 22.14 vs. HLPPX (-18.06).
| 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 | 2.673 | 1.326 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.2M | 64B | 0% |
| Annual Yield % from dividends | 1.21 | 3.68 | 33% |
| Returns for 1 year | -11.26 | 3.04 | -370% |
| Returns for 3 years | -10.61 | 9.55 | -111% |
| Returns for 5 years | -18.06 | 22.14 | -82% |
| Returns for 10 years | -22.30 | 65.86 | -34% |
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