HLRRX
Price
$9.98
Change
-$0.02 (-0.20%)
Updated
Dec 11 closing price
Net Assets
38.55M
VGSIX
Price
$29.75
Change
+$0.13 (+0.44%)
Updated
Dec 11 closing price
Net Assets
65.38B
Interact to see
Advertisement

HLRRX vs VGSIX

Header iconHLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIXBanner chart's image
LDR Real Estate Value Opportunity Instl
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets38.55M
Vanguard Real Estate Index Investor
Price$29.75
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets65.38B
HLRRX vs VGSIX Comparison Chart in %
View a ticker or compare two or three
VS
HLRRX vs. VGSIX commentary
Dec 13, 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 HLRRX is a Buy and VGSIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.4B vs. HLRRX (38.5M). VGSIX pays higher dividends than HLRRX: VGSIX (3.72) vs HLRRX (2.02). HLRRX was incepted earlier than VGSIX: HLRRX (23 years) vs VGSIX (30 years). HLRRX (2.57) is less costly to investors than VGSIX (0.27). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than HLRRX: VGSIX (0) vs HLRRX (10000). VGSIX annual gain was more profitable for investors over the last year : -1.41 vs. HLRRX (-12.94). VGSIX return over 5 years is better than : 27.62 vs. HLRRX (-11.04).
HLRRXVGSIXHLRRX / VGSIX
Total Expense Ratio2.570.27952%
Annual Report Gross Expense Ratio2.570.27952%
Fund Existence23 years30 years-
Gain YTD-6.9593.315-210%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets38.5M65.4B0%
Annual Yield % from dividends2.023.7254%
Returns for 1 year-12.94-1.41915%
Returns for 3 years-6.3516.81-38%
Returns for 5 years-11.0427.62-40%
Returns for 10 years-24.6460.39-41%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IWN189.451.77
+0.94%
iShares Russell 2000 Value ETF
NEWZ27.660.12
+0.45%
EA Series Trust StockSnips AI-Powered Sentiment US All Cap ETF
YJUN25.490.10
+0.37%
FT Vest Intl Eq Mod Bf ETF June
XONE49.570.02
+0.05%
BondBloxx Bloomberg One YrTrgDurUSTrsETF
GK26.20-0.05
-0.21%
AdvisorShares Gerber Kawasaki ETF