HLPPX
Price
$9.78
Change
+$0.09 (+0.93%)
Updated
Dec 3 closing price
Net Assets
39.48M
VRTPX
Price
$21.71
Change
+$0.05 (+0.23%)
Updated
Dec 3 closing price
Net Assets
9.6B
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HLPPX vs VRTPX

Header iconHLPPX vs VRTPX Comparison
Open Charts HLPPX vs VRTPXBanner 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 II Index
Price$21.71
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.6B
HLPPX vs VRTPX Comparison Chart in %
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HLPPX vs. VRTPX 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 VRTPX is a Buy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.6B vs. HLPPX (39.5M). VRTPX pays higher dividends than HLPPX: VRTPX (3.72) vs HLPPX (1.60). HLPPX was incepted earlier than VRTPX: HLPPX (16 years) vs VRTPX (8 years). HLPPX (3.03) is less costly to investors than VRTPX (0.08). HLPPX is a more actively managed with annual turnover of: 58.24 vs. VRTPX (4.00). HLPPX has a lower initial minimum investment than VRTPX: HLPPX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : -3.05 vs. HLPPX (-16.89). VRTPX return over 5 years is better than : 28.00 vs. HLPPX (-13.75).
HLPPXVRTPXHLPPX / VRTPX
Total Expense Ratio3.030.083,788%
Annual Report Gross Expense Ratio3.030.083,788%
Fund Existence16 years8 years-
Gain YTD-9.2124.291-215%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets39.5M9.6B0%
Annual Yield % from dividends1.603.7243%
Returns for 1 year-16.89-3.05554%
Returns for 3 years-10.3116.25-63%
Returns for 5 years-13.7528.00-49%
Returns for 10 years-31.50N/A-
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