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HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
Harding Loevner Intl Small Coms Instl
Price$19.67
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets282.67M
Invesco International Small-Mid Com R6
Price$42.61
Change-$0.23 (-0.54%)
VolumeN/A
Net Assets3.86B
HLMRX vs OSCIX Comparison Chart in %
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HLMRX vs. OSCIX commentary
Jul 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.86B vs. HLMRX (283M). OSCIX pays higher dividends than HLMRX: OSCIX (1.62) vs HLMRX (1.11). 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 : 10.48 vs. OSCIX (1.33). HLMRX return over 5 years is better than : 27.05 vs. OSCIX (-8.67).
| 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 | 18.340 | 17.952 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.86B | 7% |
| Annual Yield % from dividends | 1.11 | 1.62 | 68% |
| Returns for 1 year | 10.48 | 1.33 | 788% |
| Returns for 3 years | 28.56 | 15.07 | 190% |
| Returns for 5 years | 27.05 | -8.67 | -312% |
| Returns for 10 years | 51.16 | 23.57 | 217% |
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