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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$16.61
Change-$0.33 (-1.95%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$36.95
Change-$0.77 (-2.04%)
VolumeN/A
CapitalizationN/A
HLMSX vs INSLX Comparison Chart
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HLMSX vs. INSLX commentary
Dec 19, 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 HLMSX is a Buy and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.73B vs. HLMSX (435M). INSLX pays higher dividends than HLMSX: INSLX (1.19) vs HLMSX (1.01). HLMSX was incepted earlier than INSLX: HLMSX (18 years) vs INSLX (6 years). HLMSX is a more actively managed with annual turnover of: 37.00 vs. INSLX (26.00). 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 : -2.48 vs. INSLX (-8.52). HLMSX return over 5 years is better than : 3.11 vs. INSLX (-18.47).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -5.257 | -11.246 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 3.73B | 12% |
| Annual Yield % from dividends | 1.01 | 1.19 | 85% |
| Returns for 1 year | -2.48 | -8.52 | 29% |
| Returns for 3 years | -17.48 | -28.82 | 61% |
| Returns for 5 years | 3.11 | -18.47 | -17% |
| Returns for 10 years | 36.47 | N/A | - |
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