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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$16.17
Change+$0.46 (+2.93%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com R5
Price$36.64
Change+$1.84 (+5.29%)
VolumeN/A
Net Assets3.09B
HLMRX vs INSLX Comparison Chart
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HLMRX vs. INSLX commentary
Apr 10, 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 Hold and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.09B vs. HLMRX (333M). INSLX pays higher dividends than HLMRX: INSLX (1.74) vs HLMRX (1.30). HLMRX was incepted earlier than INSLX: HLMRX (14 years) vs INSLX (6 years). HLMRX (1.16) 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 : -11.92 vs. INSLX (-17.83). HLMRX return over 5 years is better than : 22.30 vs. INSLX (-9.19).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.15 | 1.06 | 108% |
| Annual Report Gross Expense Ratio | 1.16 | 1.06 | 109% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.434 | -5.472 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 3.09B | 11% |
| Annual Yield % from dividends | 1.30 | 1.74 | 74% |
| Returns for 1 year | -11.92 | -17.83 | 67% |
| Returns for 3 years | -14.81 | -23.49 | 63% |
| Returns for 5 years | 22.30 | -9.19 | -243% |
| Returns for 10 years | 17.49 | N/A | - |
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