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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.31
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets309.1M
Invesco International Small-Mid Com R5
Price$40.85
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets3.56B
HLMSX vs INSLX Comparison Chart
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HLMSX vs. INSLX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.56B vs. HLMSX (309M). INSLX pays higher dividends than HLMSX: INSLX (1.66) vs HLMSX (1.08). 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 : 5.44 vs. INSLX (-2.47). HLMSX return over 5 years is better than : 35.81 vs. INSLX (-1.01).
| 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 | 11.064 | 10.972 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 3.56B | 9% |
| Annual Yield % from dividends | 1.08 | 1.66 | 65% |
| Returns for 1 year | 5.44 | -2.47 | -221% |
| Returns for 3 years | 15.35 | 3.79 | 405% |
| Returns for 5 years | 35.81 | -1.01 | -3,561% |
| Returns for 10 years | 34.11 | N/A | - |
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