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HLRRX vs VGSIX
HLRRX vs VGSIX Comparison
Open Charts HLRRX vs VGSIX
LDR Real Estate Value Opportunity Instl
Price$9.69
Change-$0.13 (-1.32%)
VolumeN/A
Net Assets11.61M
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.36 (-1.20%)
VolumeN/A
Net Assets64B
HLRRX vs VGSIX Comparison Chart in %
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HLRRX vs. VGSIX commentary
Nov 14, 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: 64B vs. HLRRX (11.6M). VGSIX pays higher dividends than HLRRX: VGSIX (3.81) vs HLRRX (2.00). 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 : -0.19 vs. HLRRX (-15.42). VGSIX return over 5 years is better than : 27.45 vs. HLRRX (-9.69).
| 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 | 30 years | - |
| Gain YTD | -9.843 | 4.426 | -222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 64B | 0% |
| Annual Yield % from dividends | 2.00 | 3.81 | 53% |
| Returns for 1 year | -15.42 | -0.19 | 7,915% |
| Returns for 3 years | -7.38 | 17.41 | -42% |
| Returns for 5 years | -9.69 | 27.45 | -35% |
| Returns for 10 years | -28.73 | 65.43 | -44% |
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