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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$16.69
Change+$0.03 (+0.18%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com Y
Price$36.45
Change-$0.03 (-0.08%)
VolumeN/A
CapitalizationN/A
HLMRX vs OSMYX Comparison Chart
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HLMRX vs. OSMYX commentary
Dec 25, 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 Buy and OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.58B vs. HLMRX (416M). 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). HLMRX annual gain was more profitable for investors over the last year : -5.71 vs. OSMYX (-12.00). HLMRX return over 5 years is better than : 1.08 vs. OSMYX (-21.17).
| 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 | -6.801 | -12.865 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 3.58B | 12% |
| Annual Yield % from dividends | 1.13 | 1.08 | 105% |
| Returns for 1 year | -5.71 | -12.00 | 48% |
| Returns for 3 years | -20.87 | -32.42 | 64% |
| Returns for 5 years | 1.08 | -21.17 | -5% |
| Returns for 10 years | 35.52 | 19.53 | 182% |
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