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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$17.51
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets382.53M
Invesco International Small-Mid Com Y
Price$38.38
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
HLMRX vs OSMYX Comparison Chart
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HLMRX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.59B vs. HLMRX (383M). HLMRX (1.13) and OSMYX (1.08) have matching dividends . HLMRX was incepted earlier than OSMYX: HLMRX (14 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). HLMRX annual gain was more profitable for investors over the last year : 0.52 vs. OSMYX (-8.07). HLMRX return over 5 years is better than : 11.02 vs. OSMYX (-13.90).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 5.292 | 6.257 | 85% |
| 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 | 1.08 | 105% |
| Returns for 1 year | 0.52 | -8.07 | -6% |
| Returns for 3 years | -7.15 | -15.04 | 48% |
| Returns for 5 years | 11.02 | -13.90 | -79% |
| Returns for 10 years | 36.95 | 19.08 | 194% |
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