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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.65M
Vanguard Real Estate Index Investor
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets63.72B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.7B vs. HLRRX (11.6M). VGSIX pays higher dividends than HLRRX: VGSIX (3.74) vs HLRRX (2.23). 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 : 1.76 vs. HLRRX (-9.93). VGSIX return over 5 years is better than : 32.73 vs. HLRRX (-2.01).
| 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 | -8.990 | 2.511 | -358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 63.7B | 0% |
| Annual Yield % from dividends | 2.23 | 3.74 | 60% |
| Returns for 1 year | -9.93 | 1.76 | -565% |
| Returns for 3 years | -16.38 | -0.50 | 3,276% |
| Returns for 5 years | -2.01 | 32.73 | -6% |
| Returns for 10 years | -29.55 | 54.71 | -54% |
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