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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$18.40
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets245.25M
Invesco International Small-Mid Com R5
Price$35.98
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.59B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Dec 28, 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 HLMRX is a Hold and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.59B vs. HLMRX (245M). INSLX pays higher dividends than HLMRX: INSLX (1.55) vs HLMRX (1.16). HLMRX was incepted earlier than INSLX: HLMRX (15 years) vs INSLX (7 years). HLMRX (1.09) and INSLX (1.06) have similar cost to investors . INSLX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). HLMRX has a lower initial minimum investment than INSLX: HLMRX (100000) vs INSLX (1000000). HLMRX annual gain was more profitable for investors over the last year : 9.69 vs. INSLX (-2.94). HLMRX return over 5 years is better than : -4.15 vs. INSLX (-31.78).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.09 | 1.06 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 1.06 | 103% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 10.283 | -2.042 | -504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 2.59B | 9% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 9.69 | -2.94 | -330% |
| Returns for 3 years | 16.03 | -5.22 | -307% |
| Returns for 5 years | -4.15 | -31.78 | 13% |
| Returns for 10 years | 43.92 | N/A | - |
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