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HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
Harding Loevner Intl Small Coms Instl
Price$16.17
Change+$0.46 (+2.93%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com C
Price$30.67
Change+$1.54 (+5.29%)
VolumeN/A
Net Assets3.09B
HLMRX vs OSMCX Comparison Chart
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HLMRX vs. OSMCX commentary
Apr 10, 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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.09B vs. HLMRX (333M). HLMRX pays higher dividends than OSMCX: HLMRX (1.30) vs OSMCX (0.53). HLMRX was incepted earlier than OSMCX: HLMRX (14 years) vs OSMCX (27 years). OSMCX (2.13) is less costly to investors than HLMRX (1.16). OSMCX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). OSMCX has a lower initial minimum investment than HLMRX: OSMCX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : -11.92 vs. OSMCX (-19.89). HLMRX return over 5 years is better than : 22.30 vs. OSMCX (-17.77).
| HLMRX | OSMCX | HLMRX / OSMCX | |
| Total Expense Ratio | 1.15 | 2.13 | 54% |
| Annual Report Gross Expense Ratio | 1.16 | 2.13 | 54% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -6.434 | -5.802 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 3.09B | 11% |
| Annual Yield % from dividends | 1.30 | 0.53 | 245% |
| Returns for 1 year | -11.92 | -19.89 | 60% |
| Returns for 3 years | -14.81 | -27.32 | 54% |
| Returns for 5 years | 22.30 | -17.77 | -126% |
| Returns for 10 years | 17.49 | -11.96 | -146% |
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