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HLMRX vs INSLX
HLMRX vs INSLX Comparison
Open Charts HLMRX vs INSLX
Harding Loevner Intl Small Coms Instl
Price$18.76
Change-$0.54 (-2.80%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com R5
Price$36.77
Change-$5.97 (-13.97%)
VolumeN/A
Net Assets2.56B
HLMRX vs INSLX Comparison Chart in %
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HLMRX vs. INSLX commentary
Feb 04, 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 HLMRX is a Hold and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.56B vs. HLMRX (227M). INSLX pays higher dividends than HLMRX: INSLX (1.75) vs HLMRX (1.39). 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: 52.00 vs. HLMRX (31.00). 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 : 11.20 vs. INSLX (-2.04). HLMRX return over 5 years is better than : -4.91 vs. INSLX (-30.57).
| 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 | 2.507 | 2.853 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.39 | 1.75 | 79% |
| Returns for 1 year | 11.20 | -2.04 | -548% |
| Returns for 3 years | 11.51 | -11.48 | -100% |
| Returns for 5 years | -4.91 | -30.57 | 16% |
| Returns for 10 years | 63.52 | N/A | - |
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