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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$18.74
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets252.51M
Invesco International Small-Mid Com R5
Price$42.82
Change+$0.06 (+0.14%)
VolumeN/A
Net Assets2.7B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Dec 04, 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: 2.7B vs. HLMRX (253M). INSLX pays higher dividends than HLMRX: INSLX (1.55) vs HLMRX (1.16). HLMRX was incepted earlier than INSLX: HLMRX (14 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 : 9.12 vs. INSLX (2.25). HLMRX return over 5 years is better than : 1.72 vs. INSLX (-23.16).
| 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 | 7 years | - |
| Gain YTD | 12.748 | 16.308 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 2.7B | 9% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 9.12 | 2.25 | 406% |
| Returns for 3 years | 11.34 | 6.44 | 176% |
| Returns for 5 years | 1.72 | -23.16 | -7% |
| Returns for 10 years | 45.90 | N/A | - |
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