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HLMRX vs OSMNX
HLMRX vs OSMNX Comparison
Open Charts HLMRX vs OSMNX
Harding Loevner Intl Small Coms Instl
Price$16.17
Change+$0.46 (+2.93%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com R
Price$33.38
Change+$1.68 (+5.30%)
VolumeN/A
Net Assets3.09B
HLMRX vs OSMNX Comparison Chart
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HLMRX vs. OSMNX 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 OSMNX is a Hold.
FUNDAMENTALS
Fundamentals
OSMNX has more cash in the bank: 3.09B vs. HLMRX (333M). HLMRX pays higher dividends than OSMNX: HLMRX (1.30) vs OSMNX (1.19). HLMRX was incepted earlier than OSMNX: HLMRX (14 years) vs OSMNX (24 years). OSMNX (1.63) is less costly to investors than HLMRX (1.16). OSMNX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). OSMNX has a lower initial minimum investment than HLMRX: OSMNX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : -11.92 vs. OSMNX (-18.89). HLMRX return over 5 years is better than : 22.30 vs. OSMNX (-13.82).
| HLMRX | OSMNX | HLMRX / OSMNX | |
| Total Expense Ratio | 1.15 | 1.63 | 71% |
| Annual Report Gross Expense Ratio | 1.16 | 1.63 | 71% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -6.434 | -5.638 | 114% |
| 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 | 1.19 | 108% |
| Returns for 1 year | -11.92 | -18.89 | 63% |
| Returns for 3 years | -14.81 | -25.55 | 58% |
| Returns for 5 years | 22.30 | -13.82 | -161% |
| Returns for 10 years | 17.49 | -4.73 | -370% |
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