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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$19.56
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets282.64M
Invesco International Small-Mid Com R6
Price$42.92
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets3.66B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Aug 29, 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 StrongBuy and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.66B vs. HLMSX (283M). OSCIX pays higher dividends than HLMSX: OSCIX (1.67) vs HLMSX (1.01). 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 : 9.01 vs. OSCIX (-3.01). HLMSX return over 5 years is better than : 17.00 vs. OSCIX (-14.99).
| 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 | 18.419 | 17.649 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.66B | 8% |
| Annual Yield % from dividends | 1.01 | 1.67 | 61% |
| Returns for 1 year | 9.01 | -3.01 | -299% |
| Returns for 3 years | 24.84 | 14.21 | 175% |
| Returns for 5 years | 17.00 | -14.99 | -113% |
| Returns for 10 years | 58.05 | 26.72 | 217% |
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