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HLMRX
Price
$17.12
Change
-$0.00 (-0.00%)
Updated
Nov 22 closing price
OSCIX
Price
$41.11
Change
+$0.40 (+0.98%)
Updated
Nov 22 closing price
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HLMRX vs OSCIX

Header iconHLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIXBanner chart's image
Harding Loevner Intl Small Coms Instl
Price$17.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R6
Price$41.11
Change+$0.40 (+0.98%)
VolumeN/A
CapitalizationN/A
HLMRX vs OSCIX Comparison Chart
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HLMRX vs. OSCIX commentary
Nov 23, 2024

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 HLMRX is a StrongSell and OSCIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.79B vs. HLMRX (436M). OSCIX pays higher dividends than HLMRX: OSCIX (1.20) vs HLMRX (1.13). HLMRX was incepted earlier than OSCIX: HLMRX (13 years) vs OSCIX (13 years). HLMRX is a more actively managed with annual turnover of: 37.00 vs. OSCIX (26.00). HLMRX has a lower initial minimum investment than OSCIX: HLMRX (100000) vs OSCIX (1000000). OSCIX annual gain was more profitable for investors over the last year : 3.72 vs. HLMRX (1.75). HLMRX return over 5 years is better than : 7.79 vs. OSCIX (-13.48).
HLMRXOSCIXHLMRX / OSCIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years13 years-
Gain YTD-5.310-3.904136%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets436M3.79B12%
Annual Yield % from dividends1.131.2094%
Returns for 1 year1.753.7247%
Returns for 3 years-22.49-32.3170%
Returns for 5 years7.79-13.48-58%
Returns for 10 years32.4433.2098%
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