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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$17.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$41.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HLMRX vs INSLX Comparison Chart
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HLMRX vs. INSLX commentary
Nov 14, 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: 3.92B vs. HLMRX (448M). INSLX pays higher dividends than HLMRX: INSLX (1.19) vs HLMRX (1.13). HLMRX was incepted earlier than INSLX: HLMRX (13 years) vs INSLX (5 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 : 6.86 vs. HLMRX (5.14). HLMRX return over 5 years is better than : 9.75 vs. INSLX (-12.72).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -3.595 | -2.962 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 3.92B | 11% |
| Annual Yield % from dividends | 1.13 | 1.19 | 95% |
| Returns for 1 year | 5.14 | 6.86 | 75% |
| Returns for 3 years | -23.97 | -34.37 | 70% |
| Returns for 5 years | 9.75 | -12.72 | -77% |
| Returns for 10 years | 35.14 | N/A | - |
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