Ad is loading...
HLMRX
Price
$17.12
Change
-$0.00 (-0.00%)
Updated
Nov 22 closing price
INSLX
Price
$41.50
Change
+$0.40 (+0.97%)
Updated
Nov 22 closing price
Ad is loading...

HLMRX vs INSLX

Header iconHLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLXBanner chart's image
Harding Loevner Intl Small Coms Instl
Price$17.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$41.50
Change+$0.40 (+0.97%)
VolumeN/A
CapitalizationN/A
HLMRX vs INSLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HLMRX vs. INSLX commentary
Nov 23, 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 StrongSell and INSLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.79B vs. HLMRX (436M). 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). INSLX annual gain was more profitable for investors over the last year : 3.63 vs. HLMRX (1.75). HLMRX return over 5 years is better than : 7.79 vs. INSLX (-13.42).
HLMRXINSLXHLMRX / INSLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years6 years-
Gain YTD-5.310-3.980133%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets436M3.79B12%
Annual Yield % from dividends1.131.1995%
Returns for 1 year1.753.6348%
Returns for 3 years-22.49-32.3170%
Returns for 5 years7.79-13.42-58%
Returns for 10 years32.44N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NEEGX63.520.98
+1.57%
Needham Growth Retail
ACMVX17.630.13
+0.74%
American Century Mid Cap Value Inv
TROCX26.880.08
+0.30%
Touchstone Non-US ESG Equity I
MCFOX5.62N/A
N/A
BlackRock Large Cap Focus Growth Inv C
LIMAX7.29-0.01
-0.14%
Cromwell Tran Sustainable Focus Investor