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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$17.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com Y
Price$40.85
Change+$0.40 (+0.99%)
VolumeN/A
CapitalizationN/A
HLMRX vs OSMYX Comparison Chart
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HLMRX vs. OSMYX commentary
Nov 23, 2024
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 StrongSell and OSMYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.79B vs. HLMRX (436M). HLMRX (1.13) and OSMYX (1.08) have matching dividends . HLMRX was incepted earlier than OSMYX: HLMRX (13 years) vs OSMYX (19 years). HLMRX is a more actively managed with annual turnover of: 37.00 vs. OSMYX (26.00). OSMYX has a lower initial minimum investment than HLMRX: OSMYX (1000) vs HLMRX (100000). OSMYX annual gain was more profitable for investors over the last year : 3.57 vs. HLMRX (1.75). HLMRX return over 5 years is better than : 7.79 vs. OSMYX (-14.11).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -5.310 | -3.995 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 3.79B | 12% |
| Annual Yield % from dividends | 1.13 | 1.08 | 105% |
| Returns for 1 year | 1.75 | 3.57 | 49% |
| Returns for 3 years | -22.49 | -32.61 | 69% |
| Returns for 5 years | 7.79 | -14.11 | -55% |
| Returns for 10 years | 32.44 | 31.20 | 104% |
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