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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.19
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets244.62M
Invesco International Small-Mid Com R5
Price$35.98
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.59B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Dec 27, 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 HLMSX is a Hold and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.59B vs. HLMSX (245M). INSLX pays higher dividends than HLMSX: INSLX (1.55) vs HLMSX (1.04). 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: 21.00 vs. HLMSX (17.00). 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 : 9.67 vs. INSLX (-2.94). HLMSX return over 5 years is better than : -4.68 vs. INSLX (-31.78).
| 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 | 10.274 | -2.042 | -503% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 2.59B | 9% |
| Annual Yield % from dividends | 1.04 | 1.55 | 67% |
| Returns for 1 year | 9.67 | -2.94 | -329% |
| Returns for 3 years | 15.67 | -5.22 | -300% |
| Returns for 5 years | -4.68 | -31.78 | 15% |
| Returns for 10 years | 41.29 | N/A | - |
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