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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$19.16
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets277.91M
Invesco International Small-Mid Com R5
Price$43.02
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets3.62B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Oct 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 Hold and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.62B vs. HLMSX (278M). INSLX pays higher dividends than HLMSX: INSLX (1.54) vs HLMSX (1.00). HLMSX was incepted earlier than INSLX: HLMSX (19 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 : 6.86 vs. INSLX (-1.12). HLMSX return over 5 years is better than : 12.26 vs. INSLX (-16.66).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.41 | 1.06 | 133% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 17.629 | 18.432 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 3.62B | 8% |
| Annual Yield % from dividends | 1.00 | 1.54 | 65% |
| Returns for 1 year | 6.86 | -1.12 | -611% |
| Returns for 3 years | 36.31 | 28.74 | 126% |
| Returns for 5 years | 12.26 | -16.66 | -74% |
| Returns for 10 years | 53.45 | N/A | - |
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