Ad is loading...
HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
Harding Loevner Intl Small Coms Instl
Price$17.51
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets382.53M
Invesco International Small-Mid Com C
Price$32.73
Change-$0.18 (-0.55%)
VolumeN/A
Net Assets3.59B
HLMRX vs OSMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLMRX vs. OSMCX commentary
Feb 23, 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: 3.59B vs. HLMRX (383M). HLMRX pays higher dividends than OSMCX: HLMRX (1.13) vs OSMCX (0.00). HLMRX was incepted earlier than OSMCX: HLMRX (14 years) vs OSMCX (27 years). HLMRX is a more actively managed with annual turnover of: 37.00 vs. OSMCX (26.00). 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 : 0.52 vs. OSMCX (-10.19). HLMRX return over 5 years is better than : 11.02 vs. OSMCX (-21.30).
| HLMRX | OSMCX | HLMRX / OSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 5.292 | 6.094 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 3.59B | 11% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 0.52 | -10.19 | -5% |
| Returns for 3 years | -7.15 | -18.89 | 38% |
| Returns for 5 years | 11.02 | -21.30 | -52% |
| Returns for 10 years | 36.95 | 2.41 | 1,533% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JINTX | 31.79 | -0.05 | -0.16% |
| Johnson International | |||
| JIHAX | 16.83 | -0.04 | -0.24% |
| JPMorgan International Hedged Equity A | |||
| BPIRX | 13.93 | -0.17 | -1.21% |
| Boston Partners Long/Short Rsrch Instl | |||
| PMDIX | 18.73 | -0.32 | -1.68% |
| Principal Small-MidCap Dividend Inc Inst | |||
| FCAKX | 43.34 | -0.80 | -1.81% |
| Fidelity Capital Appreciation K | |||