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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.94
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets11.55M
Vanguard Real Estate Index Investor
Price$30.30
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets65.68B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Oct 19, 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 StrongBuy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. HLRRX (11.6M). VGSIX pays higher dividends than HLRRX: VGSIX (3.71) vs HLRRX (2.00). HLRRX was incepted earlier than VGSIX: HLRRX (23 years) vs VGSIX (29 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 : -2.24 vs. HLRRX (-12.94). VGSIX return over 5 years is better than : 35.79 vs. HLRRX (1.89).
| HLRRX | VGSIX | HLRRX / VGSIX | |
| Total Expense Ratio | 2.57 | 0.27 | 952% |
| Annual Report Gross Expense Ratio | 2.57 | 0.27 | 952% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -7.517 | 5.225 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 65.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.71 | 54% |
| Returns for 1 year | -12.94 | -2.24 | 577% |
| Returns for 3 years | 1.28 | 28.83 | 4% |
| Returns for 5 years | 1.89 | 35.79 | 5% |
| Returns for 10 years | -28.57 | 57.04 | -50% |
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