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HLRRX vs VGSNX
HLRRX vs VGSNX Comparison
Open Charts HLRRX vs VGSNX
LDR Real Estate Value Opportunity Instl
Price$9.73
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets29.6M
Vanguard Real Estate Index Institutional
Price$19.49
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets65.38B
HLRRX vs VGSNX Comparison Chart in %
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HLRRX vs. VGSNX commentary
Dec 28, 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.4B vs. HLRRX (29.6M). 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 : 2.10 vs. HLRRX (-11.75). VGSNX return over 5 years is better than : 26.51 vs. HLRRX (-15.59).
| 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 | -9.471 | 2.672 | -354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 65.4B | 0% |
| Annual Yield % from dividends | 2.02 | 3.88 | 52% |
| Returns for 1 year | -11.75 | 2.10 | -560% |
| Returns for 3 years | -6.02 | 20.12 | -30% |
| Returns for 5 years | -15.59 | 26.51 | -59% |
| Returns for 10 years | -24.19 | 54.52 | -44% |
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