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HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
Harding Loevner Intl Small Coms Instl
Price$19.71
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets282.64M
Invesco International Small-Mid Com C
Price$36.01
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets3.66B
HLMRX vs OSMCX Comparison Chart in %
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HLMRX vs. OSMCX commentary
Aug 28, 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 StrongBuy and OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.66B vs. HLMRX (283M). HLMRX pays higher dividends than OSMCX: HLMRX (1.14) vs OSMCX (0.48). HLMRX was incepted earlier than OSMCX: HLMRX (14 years) vs OSMCX (28 years). OSMCX (2.13) is less costly to investors than HLMRX (1.09). 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 : 8.97 vs. OSMCX (-5.78). HLMRX return over 5 years is better than : 18.39 vs. OSMCX (-22.71).
| HLMRX | OSMCX | HLMRX / OSMCX | |
| Total Expense Ratio | 1.09 | 2.13 | 51% |
| Annual Report Gross Expense Ratio | 1.09 | 2.13 | 51% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 19.122 | 17.050 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.66B | 8% |
| Annual Yield % from dividends | 1.14 | 0.48 | 238% |
| Returns for 1 year | 8.97 | -5.78 | -155% |
| Returns for 3 years | 24.95 | 7.96 | 314% |
| Returns for 5 years | 18.39 | -22.71 | -81% |
| Returns for 10 years | 62.18 | 7.43 | 837% |
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