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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.09
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets260.69M
Invesco International Small-Mid Com R5
Price$41.61
Change-$0.32 (-0.76%)
VolumeN/A
Net Assets2.68B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.68B vs. HLMSX (261M). INSLX pays higher dividends than HLMSX: INSLX (1.55) vs HLMSX (1.03). 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 : 7.80 vs. INSLX (2.36). HLMSX return over 5 years is better than : 2.23 vs. INSLX (-23.32).
| 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 | 10.821 | 13.286 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 2.68B | 10% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 7.80 | 2.36 | 330% |
| Returns for 3 years | 14.88 | 8.43 | 176% |
| Returns for 5 years | 2.23 | -23.32 | -10% |
| Returns for 10 years | 42.64 | N/A | - |
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