Harding Loevner International Small Companies Portfolio (HLMSX) Alternatives
Harding Loevner International Small Companies Portfolio (HLMSX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HLMSX
HLMSX charges 1.37% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among HLMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | HLMSX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | HLMSX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | HLMSX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | HLMSX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | HLMSX vs DFVQX |
Best Risk-Adjusted Alternatives to HLMSX
Among mutual funds in the Foreign Small & Mid Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | HLMSX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | HLMSX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | HLMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | HLMSX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | HLMSX vs AVDVX |
Top Performing HLMSX Alternatives (YTD)
HLMSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | HLMSX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | HLMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | HLMSX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | HLMSX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | HLMSX vs KGGAX |
Lowest Volatility Alternatives to HLMSX
HLMSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | HLMSX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | HLMSX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | HLMSX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | HLMSX vs ARHBX | |
| Fidelity Advisor International Small Cap Fund Clas... | 13.29% | May 27, 2003 | HLMSX vs FTISX |
Lowest Drawdown Alternatives to HLMSX
HLMSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | HLMSX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | HLMSX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | HLMSX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | HLMSX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | HLMSX vs GISOX |
Other Mutual Funds from Harding Loevner
Most popular Harding Loevner mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | Foreign Large Cap Equities | 72 | 0.11% | May 10, 1994 | HLMSX vs HLMIX | |
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Diversified | 1 | -0.65% | Oct 16, 2005 | HLMSX vs HLMEX | |
| Harding Loevner Emerging Markets Fund | Emerging Markets Diversified | — | — | Nov 8, 1998 | HLMSX vs HLEMX | |
| Harding Loevner Global Equity Portfolio | Global Equities | 12 | -7.52% | Nov 28, 1996 | HLMSX vs HLMGX | |
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Diversified | 52 | -2.13% | May 26, 2008 | HLMSX vs HLFMX |
Often Compared With HLMSX
What investors most often compare with HLMSX, based on PortfoliosLab usage data.
Compare HLMSX with Any Fund or Stock
Compare HLMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.