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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$18.63
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets263.18M
Invesco International Small-Mid Com R5
Price$42.58
Change-$0.44 (-1.02%)
VolumeN/A
Net Assets2.73B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.73B vs. HLMRX (263M). INSLX pays higher dividends than HLMRX: INSLX (1.55) vs HLMRX (1.16). HLMRX was incepted earlier than INSLX: HLMRX (14 years) vs INSLX (6 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 : 7.78 vs. INSLX (3.48). HLMRX return over 5 years is better than : 6.03 vs. INSLX (-19.85).
| HLMRX | INSLX | HLMRX / INSLX | |
| Total Expense Ratio | 1.09 | 1.06 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 1.06 | 103% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 12.387 | 17.125 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.73B | 10% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 7.78 | 3.48 | 224% |
| Returns for 3 years | 15.19 | 7.76 | 196% |
| Returns for 5 years | 6.03 | -19.85 | -30% |
| Returns for 10 years | 51.16 | N/A | - |
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