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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$19.14
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets282.76M
Invesco International Small-Mid Com R6
Price$42.07
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets3.53B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.53B vs. HLMSX (283M). OSCIX pays higher dividends than HLMSX: OSCIX (1.69) vs HLMSX (1.03). HLMSX was incepted earlier than OSCIX: HLMSX (18 years) vs OSCIX (14 years). HLMSX (1.51) 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 : 11.83 vs. OSCIX (2.00). HLMSX return over 5 years is better than : 27.27 vs. OSCIX (-8.84).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.51 | 0.99 | 153% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 16.109 | 14.180 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.53B | 8% |
| Annual Yield % from dividends | 1.03 | 1.69 | 61% |
| Returns for 1 year | 11.83 | 2.00 | 592% |
| Returns for 3 years | 23.49 | 10.33 | 227% |
| Returns for 5 years | 27.27 | -8.84 | -308% |
| Returns for 10 years | 43.09 | 21.34 | 202% |
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