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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
Sep 21, 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: 2.33B vs. HLMSX (175M). INSLX pays higher dividends than HLMSX: INSLX (1.64) vs HLMSX (1.06). HLMSX was incepted earlier than INSLX: HLMSX (20 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 : 2.71 vs. INSLX (-11.02). HLMSX return over 5 years is better than : -11.02 vs. INSLX (-37.83).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.30 | 1.08 | 120% |
| Annual Report Gross Expense Ratio | 1.45 | 1.08 | 134% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 9.477 | 7.580 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 2.33B | 8% |
| Annual Yield % from dividends | 1.06 | 1.64 | 65% |
| Returns for 1 year | 2.71 | -11.02 | -25% |
| Returns for 3 years | 22.43 | 1.67 | 1,340% |
| Returns for 5 years | -11.02 | -37.83 | 29% |
| Returns for 10 years | 53.12 | N/A | - |
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