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HLDSX vs OEMNX
HLDSX vs OEMNX Comparison
Open Charts HLDSX vs OEMNX
Hartford Emerging Markets Local Debt R4
Price$4.66
Change+$0.02 (+0.43%)
VolumeN/A
Net Assets24.88M
Invesco Emerging Markets Local Debt R
Price$5.29
Change+$0.03 (+0.57%)
VolumeN/A
Net Assets81.41M
HLDSX vs OEMNX Comparison Chart
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HLDSX vs. OEMNX commentary
May 03, 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: 81.4M vs. HLDSX (24.9M). OEMNX pays higher dividends than HLDSX: OEMNX (6.53) vs HLDSX (5.19). 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). HLDSX annual gain was more profitable for investors over the last year : 6.96 vs. OEMNX (5.99). HLDSX return over 5 years is better than : 15.92 vs. OEMNX (9.24).
| 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 | 6.372 | 6.942 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9M | 81.4M | 31% |
| Annual Yield % from dividends | 5.19 | 6.53 | 79% |
| Returns for 1 year | 6.96 | 5.99 | 116% |
| Returns for 3 years | 18.68 | 15.29 | 122% |
| Returns for 5 years | 15.92 | 9.24 | 172% |
| Returns for 10 years | 10.07 | 12.98 | 78% |
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