Interact to see
Advertisement
Advertisement
HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.87
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets39.48M
Vanguard Real Estate Index Institutional
Price$19.78
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets64B
HLRRX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VGSNX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. HLRRX (39.5M). VGSNX pays higher dividends than HLRRX: VGSNX (3.88) vs HLRRX (2.02). 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 : -3.06 vs. HLRRX (-16.64). VGSNX return over 5 years is better than : 28.56 vs. HLRRX (-12.31).
| 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 | -9.006 | 4.252 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5M | 64B | 0% |
| Annual Yield % from dividends | 2.02 | 3.88 | 52% |
| Returns for 1 year | -16.64 | -3.06 | 543% |
| Returns for 3 years | -9.43 | 16.77 | -56% |
| Returns for 5 years | -12.31 | 28.56 | -43% |
| Returns for 10 years | -29.18 | 61.55 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers