Interact to see
Advertisement
Advertisement
HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
Harding Loevner Intl Small Coms Instl
Price$19.80
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets281.58M
Invesco International Small-Mid Com R6
Price$43.44
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets3.66B
HLMRX vs OSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMRX vs. OSCIX commentary
Sep 17, 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: 3.66B vs. HLMRX (282M). OSCIX pays higher dividends than HLMRX: OSCIX (1.64) vs HLMRX (1.12). HLMRX was incepted earlier than OSCIX: HLMRX (14 years) vs OSCIX (14 years). HLMRX (1.09) 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 : 9.72 vs. OSCIX (-2.18). HLMRX return over 5 years is better than : 17.08 vs. OSCIX (-14.49).
| HLMRX | OSCIX | HLMRX / OSCIX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 0.99 | 110% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 18.701 | 19.108 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 3.66B | 8% |
| Annual Yield % from dividends | 1.12 | 1.64 | 68% |
| Returns for 1 year | 9.72 | -2.18 | -446% |
| Returns for 3 years | 29.61 | 22.93 | 129% |
| Returns for 5 years | 17.08 | -14.49 | -118% |
| Returns for 10 years | 63.86 | 29.22 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers