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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$19.04
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets269.81M
Invesco International Small-Mid Com R5
Price$42.71
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets3.5B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Oct 19, 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 Buy and INSLX is a Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.5B vs. HLMRX (270M). INSLX pays higher dividends than HLMRX: INSLX (1.54) vs HLMRX (1.13). 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 : 6.35 vs. INSLX (-2.02). HLMRX return over 5 years is better than : 8.92 vs. INSLX (-19.26).
| 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 | 14.492 | 16.281 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 3.5B | 8% |
| Annual Yield % from dividends | 1.13 | 1.54 | 73% |
| Returns for 1 year | 6.35 | -2.02 | -314% |
| Returns for 3 years | 29.84 | 23.78 | 125% |
| Returns for 5 years | 8.92 | -19.26 | -46% |
| Returns for 10 years | 52.03 | N/A | - |
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