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HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
Harding Loevner Intl Small Coms Instl
Price$19.33
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets284.12M
Invesco International Small-Mid Com R6
Price$41.56
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets3.58B
HLMRX vs OSCIX Comparison Chart
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HLMRX vs. OSCIX commentary
Jun 07, 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 HLMRX is a Buy and OSCIX is a Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.58B vs. HLMRX (284M). OSCIX pays higher dividends than HLMRX: OSCIX (1.69) vs HLMRX (1.16). HLMRX was incepted earlier than OSCIX: HLMRX (14 years) vs OSCIX (13 years). HLMRX (1.19) is less costly to investors than OSCIX (0.99). OSCIX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). HLMRX has a lower initial minimum investment than OSCIX: HLMRX (100000) vs OSCIX (1000000). HLMRX annual gain was more profitable for investors over the last year : 8.59 vs. OSCIX (0.19). HLMRX return over 5 years is better than : 24.61 vs. OSCIX (-9.63).
| HLMRX | OSCIX | HLMRX / OSCIX | |
| Total Expense Ratio | 1.16 | 0.99 | 117% |
| Annual Report Gross Expense Ratio | 1.19 | 0.99 | 120% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 15.995 | 14.345 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 3.58B | 8% |
| Annual Yield % from dividends | 1.16 | 1.69 | 68% |
| Returns for 1 year | 8.59 | 0.19 | 4,621% |
| Returns for 3 years | 15.96 | 2.49 | 642% |
| Returns for 5 years | 24.61 | -9.63 | -256% |
| Returns for 10 years | 49.99 | 25.13 | 199% |
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