Interact to see
Advertisement
Advertisement
HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$18.33
Change-$0.13 (-0.70%)
VolumeN/A
Net Assets260.69M
Invesco International Small-Mid Com R5
Price$41.61
Change-$0.32 (-0.76%)
VolumeN/A
Net Assets2.68B
HLMRX vs INSLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMRX vs. INSLX commentary
Nov 19, 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: 2.68B vs. HLMRX (261M). INSLX pays higher dividends than HLMRX: INSLX (1.55) vs HLMRX (1.16). 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 : 7.99 vs. INSLX (2.36). HLMRX return over 5 years is better than : 3.02 vs. INSLX (-23.32).
| 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 | 11.004 | 13.286 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 2.68B | 10% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 7.99 | 2.36 | 339% |
| Returns for 3 years | 15.09 | 8.43 | 179% |
| Returns for 5 years | 3.02 | -23.32 | -13% |
| Returns for 10 years | 45.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers