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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$15.99
Change+$0.45 (+2.90%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com R5
Price$36.64
Change+$1.84 (+5.29%)
VolumeN/A
Net Assets3.09B
HLMSX vs INSLX Comparison Chart
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HLMSX vs. INSLX commentary
Apr 11, 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 Buy and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.09B vs. HLMSX (333M). INSLX pays higher dividends than HLMSX: INSLX (1.74) vs HLMSX (1.15). HLMSX was incepted earlier than INSLX: HLMSX (18 years) vs INSLX (6 years). HLMSX (1.51) 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 : -11.12 vs. INSLX (-17.75). HLMSX return over 5 years is better than : 22.55 vs. INSLX (-8.98).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.51 | 1.06 | 142% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -5.532 | -5.255 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 3.09B | 11% |
| Annual Yield % from dividends | 1.15 | 1.74 | 66% |
| Returns for 1 year | -11.12 | -17.75 | 63% |
| Returns for 3 years | -14.14 | -23.31 | 61% |
| Returns for 5 years | 22.55 | -8.98 | -251% |
| Returns for 10 years | 16.25 | N/A | - |
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