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HLMSX vs INSLX
HLMSX vs INSLX Comparison
Open Charts HLMSX vs INSLX
Harding Loevner Intl Small Coms I
Price$18.39
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets263.18M
Invesco International Small-Mid Com R5
Price$42.58
Change-$0.44 (-1.02%)
VolumeN/A
Net Assets2.73B
HLMSX vs INSLX Comparison Chart in %
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HLMSX vs. INSLX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.73B vs. HLMSX (263M). INSLX pays higher dividends than HLMSX: INSLX (1.55) vs HLMSX (1.03). 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 : 8.05 vs. INSLX (3.48). HLMSX return over 5 years is better than : 4.85 vs. INSLX (-19.85).
| 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 | 11.793 | 17.125 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.73B | 10% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 8.05 | 3.48 | 232% |
| Returns for 3 years | 15.46 | 7.76 | 199% |
| Returns for 5 years | 4.85 | -19.85 | -24% |
| Returns for 10 years | 46.50 | N/A | - |
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