Interact to see
Advertisement
Advertisement
HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$9.73
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets29.6M
Vanguard Real Estate II Index
Price$21.39
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.84B
HLRRX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLRRX vs. VRTPX 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.84B vs. HLRRX (29.6M). VRTPX pays higher dividends than HLRRX: VRTPX (3.72) vs HLRRX (2.02). 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 : 2.13 vs. HLRRX (-11.75). VRTPX return over 5 years is better than : 25.99 vs. HLRRX (-15.59).
| 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 | -9.471 | 2.706 | -350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 9.84B | 0% |
| Annual Yield % from dividends | 2.02 | 3.72 | 54% |
| Returns for 1 year | -11.75 | 2.13 | -551% |
| Returns for 3 years | -6.02 | 20.19 | -30% |
| Returns for 5 years | -15.59 | 25.99 | -60% |
| Returns for 10 years | -24.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MRLSX | 17.76 | 0.03 | +0.17% |
| AMG Renaissance Large Cap Growth I | |||
| TVCFX | 66.80 | 0.10 | +0.15% |
| Thornburg Small/Mid Cap Core C | |||
| JANWX | 122.60 | 0.09 | +0.07% |
| Janus Henderson Global Research D | |||
| CICFX | 62.78 | 0.03 | +0.05% |
| American Funds Invmt Co of Amer 529F | |||
| CLGPX | 18.54 | 0.01 | +0.05% |
| Columbia Large Cap Growth Opp R | |||