HLMSX
Price
$19.16
Change
-$0.19 (-0.98%)
Updated
Oct 7 closing price
Net Assets
277.91M
OSCIX
Price
$42.56
Change
-$0.47 (-1.09%)
Updated
Oct 7 closing price
Net Assets
3.62B
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HLMSX vs OSCIX

Header iconHLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIXBanner chart's image
Harding Loevner Intl Small Coms I
Price$19.16
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets277.91M
Invesco International Small-Mid Com R6
Price$42.56
Change-$0.47 (-1.09%)
VolumeN/A
Net Assets3.62B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Oct 08, 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 Hold and OSCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.62B vs. HLMSX (278M). OSCIX pays higher dividends than HLMSX: OSCIX (1.64) vs HLMSX (1.00). HLMSX was incepted earlier than OSCIX: HLMSX (19 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 : 6.86 vs. OSCIX (-1.14). HLMSX return over 5 years is better than : 12.26 vs. OSCIX (-16.70).
HLMSXOSCIXHLMSX / OSCIX
Total Expense Ratio1.310.99132%
Annual Report Gross Expense Ratio1.410.99142%
Fund Existence19 years14 years-
Gain YTD17.62918.47595%
Front LoadN/AN/A-
Min. Initial Investment500010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets278M3.62B8%
Annual Yield % from dividends1.001.6461%
Returns for 1 year6.86-1.14-603%
Returns for 3 years36.3128.78126%
Returns for 5 years12.26-16.70-73%
Returns for 10 years53.4527.75193%
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