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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$19.33
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets284.12M
Invesco International Small-Mid Com Y
Price$41.30
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets3.58B
HLMRX vs OSMYX Comparison Chart
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HLMRX vs. OSMYX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.58B vs. HLMRX (284M). OSMYX pays higher dividends than HLMRX: OSMYX (1.54) vs HLMRX (1.16). HLMRX was incepted earlier than OSMYX: HLMRX (14 years) vs OSMYX (20 years). HLMRX (1.19) is less costly to investors than OSMYX (1.13). 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 : 8.59 vs. OSMYX (-0.01). HLMRX return over 5 years is better than : 24.61 vs. OSMYX (-10.33).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.16 | 1.13 | 103% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 15.995 | 14.286 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 3.58B | 8% |
| Annual Yield % from dividends | 1.16 | 1.54 | 75% |
| Returns for 1 year | 8.59 | -0.01 | -62,622% |
| Returns for 3 years | 15.96 | 2.03 | 786% |
| Returns for 5 years | 24.61 | -10.33 | -238% |
| Returns for 10 years | 49.99 | 23.22 | 215% |
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