Interact to see
Advertisement
Advertisement
HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets275.22M
Invesco International Small-Mid Com Y
Price$42.27
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets3.58B
HLMRX vs OSMYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMRX vs. OSMYX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.58B vs. HLMRX (275M). OSMYX pays higher dividends than HLMRX: OSMYX (1.49) vs HLMRX (1.13). HLMRX was incepted earlier than OSMYX: HLMRX (14 years) vs OSMYX (20 years). OSMYX (1.13) and HLMRX (1.09) 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 : 6.55 vs. OSMYX (-2.47). HLMRX return over 5 years is better than : 10.55 vs. OSMYX (-19.29).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.09 | 1.13 | 96% |
| Annual Report Gross Expense Ratio | 1.09 | 1.13 | 96% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 16.597 | 17.054 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 3.58B | 8% |
| Annual Yield % from dividends | 1.13 | 1.49 | 76% |
| Returns for 1 year | 6.55 | -2.47 | -265% |
| Returns for 3 years | 35.20 | 26.79 | 131% |
| Returns for 5 years | 10.55 | -19.29 | -55% |
| Returns for 10 years | 55.06 | 24.42 | 225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement