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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$16.56
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets410.16M
Invesco International Small-Mid Com R6
Price$36.51
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets3.51B
HLMSX vs OSCIX Comparison Chart
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HLMSX vs. OSCIX commentary
Jan 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: 3.51B vs. HLMSX (410M). 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 : -2.10 vs. OSCIX (-8.59). HLMSX return over 5 years is better than : -0.97 vs. OSCIX (-21.81).
| 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 | -0.122 | 0.523 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 3.51B | 12% |
| Annual Yield % from dividends | 1.01 | 1.20 | 84% |
| Returns for 1 year | -2.10 | -8.59 | 24% |
| Returns for 3 years | -16.78 | -25.26 | 66% |
| Returns for 5 years | -0.97 | -21.81 | 4% |
| Returns for 10 years | 32.89 | 20.85 | 158% |
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