Interact to see
Advertisement
Advertisement
HLDSX vs OEMNX
HLDSX vs OEMNX Comparison
Open Charts HLDSX vs OEMNX
Hartford Emerging Markets Local Debt R4
Price$4.76
Change-$0.02 (-0.42%)
VolumeN/A
Net Assets26.99M
Invesco Emerging Markets Local Debt R
Price$5.36
Change-$0.02 (-0.37%)
VolumeN/A
Net Assets83.26M
HLDSX vs OEMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLDSX vs. OEMNX commentary
Jun 16, 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 HLDSX is a Hold and OEMNX is a Hold.
FUNDAMENTALS
Fundamentals
OEMNX has more cash in the bank: 83.3M vs. HLDSX (27M). OEMNX pays higher dividends than HLDSX: OEMNX (6.58) vs HLDSX (5.12). HLDSX was incepted earlier than OEMNX: HLDSX (14 years) vs OEMNX (15 years). OEMNX (1.76) and HLDSX (1.73) have similar cost to investors . HLDSX is a more actively managed with annual turnover of: 105.00 vs. OEMNX (99.00). HLDSX has a lower initial minimum investment than OEMNX: HLDSX (0) vs OEMNX (1000). OEMNX (10.00) and HLDSX (9.96) have marching annual gain over last year. HLDSX return over 5 years is better than : 8.62 vs. OEMNX (4.19).
| HLDSX | OEMNX | HLDSX / OEMNX | |
| Total Expense Ratio | 1.18 | 1.48 | 80% |
| Annual Report Gross Expense Ratio | 1.73 | 1.76 | 98% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 9.578 | 9.658 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 83.3M | 32% |
| Annual Yield % from dividends | 5.12 | 6.58 | 78% |
| Returns for 1 year | 9.96 | 10.00 | 100% |
| Returns for 3 years | 25.46 | 21.11 | 121% |
| Returns for 5 years | 8.62 | 4.19 | 206% |
| Returns for 10 years | 16.72 | 19.60 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement