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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.81
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets270.41M
Invesco International Small-Mid Com R5
Price$42.71
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets3.5B
HLMSX vs INSLX Comparison Chart in %
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HLMSX 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 HLMSX is a Buy and INSLX is a Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.5B vs. HLMSX (270M). INSLX pays higher dividends than HLMSX: INSLX (1.54) vs HLMSX (1.00). HLMSX was incepted earlier than INSLX: HLMSX (19 years) vs INSLX (6 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 : 6.14 vs. INSLX (-2.02). HLMSX return over 5 years is better than : 8.09 vs. INSLX (-19.26).
| 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 | 6 years | - |
| Gain YTD | 14.346 | 16.281 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 3.5B | 8% |
| Annual Yield % from dividends | 1.00 | 1.54 | 65% |
| Returns for 1 year | 6.14 | -2.02 | -304% |
| Returns for 3 years | 29.56 | 23.78 | 124% |
| Returns for 5 years | 8.09 | -19.26 | -42% |
| Returns for 10 years | 48.95 | N/A | - |
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