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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.99
Change-$0.12 (-1.19%)
VolumeN/A
Net Assets13.22M
Vanguard Real Estate Index Institutional
Price$19.71
Change-$0.19 (-0.95%)
VolumeN/A
Net Assets63.57B
HLRRX vs VGSNX Comparison Chart
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HLRRX vs. VGSNX commentary
Jun 16, 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. HLRRX (13.2M). VGSNX pays higher dividends than HLRRX: VGSNX (4.08) vs HLRRX (2.57). HLRRX was incepted earlier than VGSNX: HLRRX (23 years) vs VGSNX (22 years). HLRRX (2.57) is less costly to investors than VGSNX (0.11). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VGSNX (7.00). HLRRX has a lower initial minimum investment than VGSNX: HLRRX (10000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 11.37 vs. HLRRX (1.44). VGSNX return over 5 years is better than : 34.79 vs. HLRRX (3.57).
| HLRRX | VGSNX | HLRRX / VGSNX | |
| Total Expense Ratio | 2.57 | 0.11 | 2,336% |
| Annual Report Gross Expense Ratio | 2.57 | 0.11 | 2,336% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -7.273 | 1.839 | -395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.57 | 4.08 | 63% |
| Returns for 1 year | 1.44 | 11.37 | 13% |
| Returns for 3 years | -6.11 | 16.53 | -37% |
| Returns for 5 years | 3.57 | 34.79 | 10% |
| Returns for 10 years | -27.11 | 63.00 | -43% |
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