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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$17.09
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$41.30
Change-$0.32 (-0.77%)
VolumeN/A
CapitalizationN/A
HLMSX vs INSLX Comparison Chart
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HLMSX vs. INSLX commentary
Nov 18, 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 StrongSell and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.82B vs. HLMSX (441M). INSLX pays higher dividends than HLMSX: INSLX (1.19) vs HLMSX (1.01). HLMSX was incepted earlier than INSLX: HLMSX (18 years) vs INSLX (5 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). INSLX annual gain was more profitable for investors over the last year : 5.21 vs. HLMSX (4.39). HLMSX return over 5 years is better than : 8.07 vs. INSLX (-14.05).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -4.418 | -4.442 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 3.82B | 12% |
| Annual Yield % from dividends | 1.01 | 1.19 | 85% |
| Returns for 1 year | 4.39 | 5.21 | 84% |
| Returns for 3 years | -24.18 | -34.84 | 69% |
| Returns for 5 years | 8.07 | -14.05 | -57% |
| Returns for 10 years | 31.48 | N/A | - |
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