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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$19.67
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets282.67M
Invesco International Small-Mid Com Y
Price$42.34
Change-$0.23 (-0.54%)
VolumeN/A
Net Assets3.86B
HLMRX vs OSMYX Comparison Chart in %
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HLMRX vs. OSMYX commentary
Jul 19, 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 OSMYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.86B vs. HLMRX (283M). OSMYX pays higher dividends than HLMRX: OSMYX (1.47) vs HLMRX (1.11). HLMRX was incepted earlier than OSMYX: HLMRX (14 years) vs OSMYX (20 years). OSMYX (1.13) and HLMRX (1.09) have similar cost to investors . OSMYX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). OSMYX has a lower initial minimum investment than HLMRX: OSMYX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : 10.48 vs. OSMYX (1.13). HLMRX return over 5 years is better than : 27.05 vs. OSMYX (-9.40).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.09 | 1.13 | 96% |
| Annual Report Gross Expense Ratio | 1.09 | 1.13 | 96% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 18.340 | 17.857 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.86B | 7% |
| Annual Yield % from dividends | 1.11 | 1.47 | 75% |
| Returns for 1 year | 10.48 | 1.13 | 923% |
| Returns for 3 years | 28.56 | 14.53 | 197% |
| Returns for 5 years | 27.05 | -9.40 | -288% |
| Returns for 10 years | 51.16 | 21.67 | 236% |
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