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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$19.67
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets282.67M
Invesco International Small-Mid Com R5
Price$43.08
Change-$0.23 (-0.53%)
VolumeN/A
Net Assets3.86B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Jul 19, 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 HLMRX is a Buy and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.86B vs. HLMRX (283M). INSLX pays higher dividends than HLMRX: INSLX (1.53) vs HLMRX (1.11). HLMRX was incepted earlier than INSLX: HLMRX (14 years) vs INSLX (6 years). HLMRX (1.09) and INSLX (1.06) have similar cost to investors . INSLX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). HLMRX has a lower initial minimum investment than INSLX: HLMRX (100000) vs INSLX (1000000). HLMRX annual gain was more profitable for investors over the last year : 10.48 vs. INSLX (1.34). HLMRX return over 5 years is better than : 27.05 vs. INSLX (-8.63).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.09 | 1.06 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 1.06 | 103% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 18.340 | 17.915 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.86B | 7% |
| Annual Yield % from dividends | 1.11 | 1.53 | 73% |
| Returns for 1 year | 10.48 | 1.34 | 779% |
| Returns for 3 years | 28.56 | 15.04 | 190% |
| Returns for 5 years | 27.05 | -8.63 | -313% |
| Returns for 10 years | 51.16 | N/A | - |
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