Interact to see
Advertisement
Advertisement
HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$19.49
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets279.28M
Invesco International Small-Mid Com R5
Price$43.20
Change+$0.22 (+0.51%)
VolumeN/A
Net Assets3.89B
HLMSX vs INSLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. INSLX commentary
Aug 08, 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: 3.89B vs. HLMSX (279M). 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 : 14.33 vs. INSLX (3.80). HLMSX return over 5 years is better than : 18.79 vs. INSLX (-13.25).
| 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 | 17.264 | 17.016 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 3.89B | 7% |
| Annual Yield % from dividends | 1.01 | 1.57 | 64% |
| Returns for 1 year | 14.33 | 3.80 | 377% |
| Returns for 3 years | 19.07 | 5.67 | 337% |
| Returns for 5 years | 18.79 | -13.25 | -142% |
| Returns for 10 years | 46.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IREIX | 15.45 | 0.05 | +0.32% |
| Macquarie Real Estate Securities I | |||
| RNGGX | 69.40 | 0.16 | +0.23% |
| American Funds New Economy R6 | |||
| RRRRX | 21.21 | N/A | N/A |
| DWS RREEF Real Estate Securities Instl | |||
| MSCOX | 10.25 | N/A | N/A |
| Morgan Stanley Inst Inception C | |||
| MLRKX | 22.80 | N/A | N/A |
| BlackRock Advantage Large Cap Core K | |||