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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$19.80
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets281.58M
Invesco International Small-Mid Com R5
Price$43.92
Change+$0.19 (+0.43%)
VolumeN/A
Net AssetsN/A
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Sep 17, 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 pays higher dividends than HLMRX: INSLX (1.54) vs HLMRX (1.12). 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 : 9.72 vs. INSLX (-2.15). HLMRX return over 5 years is better than : 17.08 vs. INSLX (-14.44).
| 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 | 18.701 | 19.058 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | N/A | - |
| Annual Yield % from dividends | 1.12 | 1.54 | 72% |
| Returns for 1 year | 9.72 | -2.15 | -451% |
| Returns for 3 years | 29.61 | 22.88 | 129% |
| Returns for 5 years | 17.08 | -14.44 | -118% |
| Returns for 10 years | 63.86 | N/A | - |
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