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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$10.28
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets12.51M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. HLRRX (12.5M). VGSIX pays higher dividends than HLRRX: VGSIX (3.75) vs HLRRX (2.31). 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 (3000) vs HLRRX (10000). VGSIX annual gain was more profitable for investors over the last year : 12.01 vs. HLRRX (3.31). VGSIX return over 5 years is better than : 35.11 vs. HLRRX (8.63).
| 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 | -4.533 | 2.993 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 63.6B | 0% |
| Annual Yield % from dividends | 2.31 | 3.75 | 62% |
| Returns for 1 year | 3.31 | 12.01 | 28% |
| Returns for 3 years | -5.07 | 9.66 | -52% |
| Returns for 5 years | 8.63 | 35.11 | 25% |
| Returns for 10 years | -24.52 | 63.80 | -38% |
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