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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.39B vs. HLMRX (174M). INSLX pays higher dividends than HLMRX: INSLX (1.70) vs HLMRX (1.32). HLMRX was incepted earlier than INSLX: HLMRX (15 years) vs INSLX (7 years). HLMRX (1.08) and INSLX (1.08) have similar cost to investors . INSLX is a more actively managed with annual turnover of: 52.00 vs. HLMRX (31.00). 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 : 4.18 vs. INSLX (-8.49). HLMRX return over 5 years is better than : -7.82 vs. INSLX (-35.78).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.08 | 1.08 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 1.08 | 100% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 7.847 | 6.294 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.32 | 1.70 | 78% |
| Returns for 1 year | 4.18 | -8.49 | -49% |
| Returns for 3 years | 14.96 | -7.19 | -208% |
| Returns for 5 years | -7.82 | -35.78 | 22% |
| Returns for 10 years | 54.02 | N/A | - |
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