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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$19.14
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets282.76M
Invesco International Small-Mid Com R5
Price$42.49
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets3.53B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Jun 26, 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: 3.53B vs. HLMSX (283M). INSLX pays higher dividends than HLMSX: INSLX (1.59) vs HLMSX (1.03). 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 : 11.83 vs. INSLX (3.50). HLMSX return over 5 years is better than : 27.27 vs. INSLX (-7.45).
| 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 | 16.109 | 15.818 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.53B | 8% |
| Annual Yield % from dividends | 1.03 | 1.59 | 65% |
| Returns for 1 year | 11.83 | 3.50 | 338% |
| Returns for 3 years | 23.49 | 11.96 | 196% |
| Returns for 5 years | 27.27 | -7.45 | -366% |
| Returns for 10 years | 43.09 | N/A | - |
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