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HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
Harding Loevner Intl Small Coms Instl
Price$19.33
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets284.12M
Invesco International Small-Mid Com C
Price$35.11
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets3.58B
HLMRX vs OSMCX Comparison Chart
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HLMRX vs. OSMCX 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 OSMCX is a Buy.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.58B vs. HLMRX (284M). HLMRX pays higher dividends than OSMCX: HLMRX (1.16) vs OSMCX (0.49). HLMRX was incepted earlier than OSMCX: HLMRX (14 years) vs OSMCX (28 years). OSMCX (2.13) is less costly to investors than HLMRX (1.19). 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 : 8.59 vs. OSMCX (-2.32). HLMRX return over 5 years is better than : 24.61 vs. OSMCX (-18.03).
| HLMRX | OSMCX | HLMRX / OSMCX | |
| Total Expense Ratio | 1.16 | 2.13 | 54% |
| Annual Report Gross Expense Ratio | 1.19 | 2.13 | 56% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 15.995 | 13.776 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 3.58B | 8% |
| Annual Yield % from dividends | 1.16 | 0.49 | 239% |
| Returns for 1 year | 8.59 | -2.32 | -369% |
| Returns for 3 years | 15.96 | -2.59 | -615% |
| Returns for 5 years | 24.61 | -18.03 | -136% |
| Returns for 10 years | 49.99 | 5.92 | 844% |
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