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HLRRX vs VRTPX
HLRRX vs VRTPX Comparison
Open Charts HLRRX vs VRTPX
LDR Real Estate Value Opportunity Instl
Price$10.28
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets12.51M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
HLRRX vs VRTPX Comparison Chart in %
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HLRRX vs. VRTPX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. HLRRX (12.5M). VRTPX pays higher dividends than HLRRX: VRTPX (3.80) vs HLRRX (2.31). 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 : 12.26 vs. HLRRX (3.31). VRTPX return over 5 years is better than : 35.67 vs. HLRRX (8.63).
| 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 | -4.533 | 3.096 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 9.42B | 0% |
| Annual Yield % from dividends | 2.31 | 3.80 | 61% |
| Returns for 1 year | 3.31 | 12.26 | 27% |
| Returns for 3 years | -5.07 | 9.70 | -52% |
| Returns for 5 years | 8.63 | 35.67 | 24% |
| Returns for 10 years | -24.52 | N/A | - |
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