Ad is loading...
HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$17.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$45.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HLMSX vs INSLX Comparison Chart
Loading...
HLMSX vs. INSLX commentary
Sep 19, 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 Buy and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 4.83B vs. HLMSX (472M). 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 : 15.51 vs. HLMSX (8.01). HLMSX return over 5 years is better than : 20.09 vs. INSLX (-3.35).
| 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 | 0.392 | 4.651 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 4.83B | 10% |
| Annual Yield % from dividends | 1.01 | 1.19 | 85% |
| Returns for 1 year | 8.01 | 15.51 | 52% |
| Returns for 3 years | -21.50 | -29.37 | 73% |
| Returns for 5 years | 20.09 | -3.35 | -599% |
| Returns for 10 years | 30.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWVZX | 12.99 | 0.01 | +0.08% |
| Hotchkis & Wiley Sm Cp Divers Val Z | |||
| UIGRX | 38.58 | N/A | N/A |
| Victory Growth Institutional | |||
| VVJFX | 62.16 | -0.08 | -0.13% |
| Voya Multi-Manager Intl Sm Cp R6 | |||
| GAGCX | 31.35 | -0.08 | -0.25% |
| Gabelli Global Rising Income and Div AAA | |||
| ODVYX | 39.36 | -0.19 | -0.48% |
| Invesco Developing Markets Y | |||