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 a closer substitute for your current allocation.
Cheapest Alternatives to HLMSX
HLMSX charges 1.37% annually. There are 73 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | HLMSX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | HLMSX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | HLMSX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | HLMSX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | HLMSX vs DFVQX |
Best Risk-Adjusted Alternatives to HLMSX
HLMSX has a PortfoliosLab risk / return rank of 4. There are 88 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 89 | — | Sep 2021 | HLMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 89 | — | Aug 2023 | HLMSX vs HRIIX | |
| Virtus International Small-Cap Fund | 83 | — | Dec 1997 | HLMSX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 71 | — | Jan 2021 | HLMSX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 69 | — | Dec 2019 | HLMSX vs AVDVX |
Top Performing HLMSX Alternatives (YTD)
HLMSX is at 4.57% YTD. There are 76 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.02% | — | Sep 2021 | HLMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 28.92% | — | Aug 2023 | HLMSX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.00% | — | Nov 1993 | HLMSX vs LZISX | |
| Calamos International Small Cap Growth Fund | 20.02% | — | Mar 2022 | HLMSX vs CSGIX | |
| Artisan International Explorer Fund | 19.33% | — | May 2022 | HLMSX vs ARHBX |
Lowest Volatility Alternatives to HLMSX
HLMSX has 12.50% 1-year volatility. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.17% | — | Jun 2014 | HLMSX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.34% | — | Jun 2012 | HLMSX vs MIDLX | |
| MFS International New Discovery Fund | 12.37% | — | Oct 1997 | HLMSX vs MWNIX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | HLMSX vs BISMX | |
| Brandes International Small Cap Equity Fund | 12.72% | — | Jan 2012 | HLMSX vs BISAX |
Lowest Drawdown Alternatives to HLMSX
HLMSX has a 1-year max drawdown of -10.59%. There are 9 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | HLMSX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | HLMSX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | HLMSX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | HLMSX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | HLMSX vs WISIX |
Other Mutual Funds from Harding Loevner
The 4 most viewed Harding Loevner mutual funds shown here include HLMIX, HLFMX, HLMGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | Foreign Large Cap Equities | 55 | 12.56% | — | May 1994 | HLMSX vs HLMIX | |
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Diversified | 17 | 4.82% | — | May 2008 | HLMSX vs HLFMX | |
| Harding Loevner Global Equity Portfolio | Global Equities | 12 | 3.76% | — | Nov 1996 | HLMSX vs HLMGX | |
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Diversified | 73 | 15.00% | — | Oct 2005 | HLMSX vs HLMEX |
Often Compared With HLMSX
Investors most often compare HLMSX with SBSIX, AIOIX, TISVX. These 20 comparison targets span 2 categories, 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.
Pair HLMSX with funds that move differently
Harding Loevner International Small Companies Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLMSX.
Explore HLMSX Diversifiers