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HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
Harding Loevner Intl Small Coms Instl
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets275.22M
Invesco International Small-Mid Com R6
Price$42.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.58B
HLMRX vs OSCIX Comparison Chart in %
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HLMRX vs. OSCIX commentary
Oct 09, 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 Hold and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.58B vs. HLMRX (275M). OSCIX pays higher dividends than HLMRX: OSCIX (1.64) vs HLMRX (1.13). 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 : 6.55 vs. OSCIX (-2.28). HLMRX return over 5 years is better than : 10.55 vs. OSCIX (-18.64).
| 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 | 16.597 | 17.181 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 3.58B | 8% |
| Annual Yield % from dividends | 1.13 | 1.64 | 69% |
| Returns for 1 year | 6.55 | -2.28 | -286% |
| Returns for 3 years | 35.20 | 27.37 | 129% |
| Returns for 5 years | 10.55 | -18.64 | -57% |
| Returns for 10 years | 55.06 | 26.35 | 209% |
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