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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$19.33
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets284.12M
Invesco International Small-Mid Com R5
Price$42.02
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets3.58B
HLMRX vs INSLX Comparison Chart
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HLMRX vs. INSLX commentary
Jun 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 HLMRX is a Buy and INSLX is a Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.58B vs. HLMRX (284M). INSLX pays higher dividends than HLMRX: INSLX (1.59) vs HLMRX (1.16). HLMRX was incepted earlier than INSLX: HLMRX (14 years) vs INSLX (6 years). HLMRX (1.19) is less costly to investors than INSLX (1.06). 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 : 8.59 vs. INSLX (0.22). HLMRX return over 5 years is better than : 24.61 vs. INSLX (-9.54).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.16 | 1.06 | 109% |
| Annual Report Gross Expense Ratio | 1.19 | 1.06 | 112% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 15.995 | 14.348 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 3.58B | 8% |
| Annual Yield % from dividends | 1.16 | 1.59 | 73% |
| Returns for 1 year | 8.59 | 0.22 | 3,970% |
| Returns for 3 years | 15.96 | 2.52 | 632% |
| Returns for 5 years | 24.61 | -9.54 | -258% |
| Returns for 10 years | 49.99 | N/A | - |
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