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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$16.69
Change+$0.03 (+0.18%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$37.07
Change-$0.02 (-0.05%)
VolumeN/A
CapitalizationN/A
HLMRX vs INSLX Comparison Chart
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HLMRX vs. INSLX commentary
Dec 25, 2024
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: 3.58B vs. HLMRX (416M). INSLX pays higher dividends than HLMRX: INSLX (1.19) vs HLMRX (1.13). HLMRX was incepted earlier than INSLX: HLMRX (13 years) vs INSLX (6 years). HLMRX is a more actively managed with annual turnover of: 37.00 vs. INSLX (26.00). 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 : -5.71 vs. INSLX (-11.83). HLMRX return over 5 years is better than : 1.08 vs. INSLX (-20.46).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -6.801 | -12.728 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 3.58B | 12% |
| Annual Yield % from dividends | 1.13 | 1.19 | 95% |
| Returns for 1 year | -5.71 | -11.83 | 48% |
| Returns for 3 years | -20.87 | -32.14 | 65% |
| Returns for 5 years | 1.08 | -20.46 | -5% |
| Returns for 10 years | 35.52 | N/A | - |
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