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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$17.32
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets382.53M
Invesco International Small-Mid Com R6
Price$38.60
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
HLMSX vs OSCIX Comparison Chart
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HLMSX vs. OSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.59B vs. HLMSX (383M). OSCIX pays higher dividends than HLMSX: OSCIX (1.20) vs HLMSX (1.01). HLMSX was incepted earlier than OSCIX: HLMSX (18 years) vs OSCIX (13 years). HLMSX is a more actively managed with annual turnover of: 37.00 vs. OSCIX (26.00). 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 : 0.36 vs. OSCIX (-7.89). HLMSX return over 5 years is better than : 10.24 vs. OSCIX (-13.22).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 5.289 | 6.278 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 3.59B | 11% |
| Annual Yield % from dividends | 1.01 | 1.20 | 84% |
| Returns for 1 year | 0.36 | -7.89 | -5% |
| Returns for 3 years | -7.36 | -14.65 | 50% |
| Returns for 5 years | 10.24 | -13.22 | -77% |
| Returns for 10 years | 34.13 | 20.98 | 163% |
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