Interact to see
Advertisement
Advertisement
HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$19.56
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets282.64M
Invesco International Small-Mid Com R5
Price$43.40
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets3.66B
HLMSX vs INSLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. INSLX commentary
Aug 29, 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 HLMSX is a StrongBuy and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.66B vs. HLMSX (283M). INSLX pays higher dividends than HLMSX: INSLX (1.57) vs HLMSX (1.01). HLMSX was incepted earlier than INSLX: HLMSX (18 years) vs INSLX (6 years). HLMSX (1.41) is less costly to investors than INSLX (1.06). INSLX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). HLMSX has a lower initial minimum investment than INSLX: HLMSX (5000) vs INSLX (1000000). HLMSX annual gain was more profitable for investors over the last year : 9.01 vs. INSLX (-2.98). HLMSX return over 5 years is better than : 17.00 vs. INSLX (-14.95).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.41 | 1.06 | 133% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 18.419 | 17.615 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.66B | 8% |
| Annual Yield % from dividends | 1.01 | 1.57 | 64% |
| Returns for 1 year | 9.01 | -2.98 | -303% |
| Returns for 3 years | 24.84 | 14.19 | 175% |
| Returns for 5 years | 17.00 | -14.95 | -114% |
| Returns for 10 years | 58.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement