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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.55
Change-$0.52 (-2.73%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com R5
Price$36.77
Change-$5.97 (-13.97%)
VolumeN/A
Net Assets2.56B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Feb 05, 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 HLMSX is a Hold and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.56B vs. HLMSX (227M). INSLX pays higher dividends than HLMSX: INSLX (1.75) vs HLMSX (1.16). HLMSX was incepted earlier than INSLX: HLMSX (19 years) vs INSLX (7 years). HLMSX (1.41) is less costly to investors than INSLX (1.06). INSLX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). HLMSX has a lower initial minimum investment than INSLX: HLMSX (5000) vs INSLX (1000000). HLMSX annual gain was more profitable for investors over the last year : 10.93 vs. INSLX (-2.04). HLMSX return over 5 years is better than : -5.69 vs. INSLX (-30.57).
| HLMSX | INSLX | HLMSX / INSLX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.41 | 1.06 | 133% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 2.479 | 2.853 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.16 | 1.75 | 66% |
| Returns for 1 year | 10.93 | -2.04 | -534% |
| Returns for 3 years | 10.90 | -11.48 | -95% |
| Returns for 5 years | -5.69 | -30.57 | 19% |
| Returns for 10 years | 60.17 | N/A | - |
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