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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$19.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.67M
Invesco International Small-Mid Com R6
Price$42.61
Change-$0.23 (-0.54%)
VolumeN/A
Net Assets3.86B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Jul 19, 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 HLMSX is a Buy and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.86B vs. HLMSX (283M). OSCIX pays higher dividends than HLMSX: OSCIX (1.62) vs HLMSX (0.99). HLMSX was incepted earlier than OSCIX: HLMSX (18 years) vs OSCIX (14 years). HLMSX (1.41) is less costly to investors than OSCIX (0.99). OSCIX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). HLMSX has a lower initial minimum investment than OSCIX: HLMSX (5000) vs OSCIX (1000000). HLMSX annual gain was more profitable for investors over the last year : 10.24 vs. OSCIX (1.33). HLMSX return over 5 years is better than : 26.07 vs. OSCIX (-8.67).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.41 | 0.99 | 142% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 18.237 | 17.952 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.86B | 7% |
| Annual Yield % from dividends | 0.99 | 1.62 | 61% |
| Returns for 1 year | 10.24 | 1.33 | 771% |
| Returns for 3 years | 28.35 | 15.07 | 188% |
| Returns for 5 years | 26.07 | -8.67 | -301% |
| Returns for 10 years | 48.02 | 23.57 | 204% |
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