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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$16.17
Change+$0.46 (+2.93%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com Y
Price$36.01
Change+$1.80 (+5.26%)
VolumeN/A
Net Assets3.09B
HLMRX vs OSMYX Comparison Chart
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HLMRX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.09B vs. HLMRX (333M). OSMYX pays higher dividends than HLMRX: OSMYX (1.68) vs HLMRX (1.30). HLMRX was incepted earlier than OSMYX: HLMRX (14 years) vs OSMYX (20 years). HLMRX (1.16) and OSMYX (1.13) 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 : -11.92 vs. OSMYX (-17.98). HLMRX return over 5 years is better than : 22.30 vs. OSMYX (-10.01).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.15 | 1.13 | 102% |
| Annual Report Gross Expense Ratio | 1.16 | 1.13 | 103% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -6.434 | -5.509 | 117% |
| 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 | 1.68 | 77% |
| Returns for 1 year | -11.92 | -17.98 | 66% |
| Returns for 3 years | -14.81 | -23.84 | 62% |
| Returns for 5 years | 22.30 | -10.01 | -223% |
| Returns for 10 years | 17.49 | 2.39 | 731% |
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