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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.39B vs. HLMSX (174M). INSLX pays higher dividends than HLMSX: INSLX (1.70) vs HLMSX (1.10). HLMSX was incepted earlier than INSLX: HLMSX (19 years) vs INSLX (7 years). HLMSX (1.45) is less costly to investors than INSLX (1.08). INSLX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). 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 : 3.86 vs. INSLX (-8.49). HLMSX return over 5 years is better than : -8.54 vs. INSLX (-35.78).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.30 | 1.08 | 120% |
| Annual Report Gross Expense Ratio | 1.45 | 1.08 | 134% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 7.713 | 6.294 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.10 | 1.70 | 65% |
| Returns for 1 year | 3.86 | -8.49 | -45% |
| Returns for 3 years | 14.33 | -7.19 | -199% |
| Returns for 5 years | -8.54 | -35.78 | 24% |
| Returns for 10 years | 50.87 | N/A | - |
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