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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$9.99
Change-$0.12 (-1.19%)
VolumeN/A
Net Assets13.22M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
HLRRX vs VRTPX Comparison Chart
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HLRRX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. HLRRX (13.2M). VRTPX pays higher dividends than HLRRX: VRTPX (3.97) vs HLRRX (2.57). HLRRX was incepted earlier than VRTPX: HLRRX (23 years) vs VRTPX (8 years). HLRRX (2.57) is less costly to investors than VRTPX (0.08). HLRRX is a more actively managed with annual turnover of: 58.24 vs. VRTPX (4.00). HLRRX has a lower initial minimum investment than VRTPX: HLRRX (10000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. HLRRX (1.44). VRTPX return over 5 years is better than : 34.30 vs. HLRRX (3.57).
| HLRRX | VRTPX | HLRRX / VRTPX | |
| Total Expense Ratio | 2.57 | 0.08 | 3,213% |
| Annual Report Gross Expense Ratio | 2.57 | 0.08 | 3,213% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -7.273 | 1.873 | -388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 9.42B | 0% |
| Annual Yield % from dividends | 2.57 | 3.97 | 65% |
| Returns for 1 year | 1.44 | 11.40 | 13% |
| Returns for 3 years | -6.11 | 16.03 | -38% |
| Returns for 5 years | 3.57 | 34.30 | 10% |
| Returns for 10 years | -27.11 | N/A | - |
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