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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.34B vs. HLMSX (176M). INSLX pays higher dividends than HLMSX: INSLX (1.76) vs HLMSX (1.11). 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 : 3.42 vs. INSLX (-12.20). HLMSX return over 5 years is better than : -7.18 vs. INSLX (-35.60).
| 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 | 5.455 | 0.420 | 1,300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 2.34B | 8% |
| Annual Yield % from dividends | 1.11 | 1.76 | 63% |
| Returns for 1 year | 3.42 | -12.20 | -28% |
| Returns for 3 years | 16.06 | -10.15 | -158% |
| Returns for 5 years | -7.18 | -35.60 | 20% |
| Returns for 10 years | 55.61 | N/A | - |
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