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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$18.09
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets260.69M
Invesco International Small-Mid Com R6
Price$41.16
Change-$0.32 (-0.77%)
VolumeN/A
Net Assets2.68B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Nov 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 Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.68B vs. HLMSX (261M). OSCIX pays higher dividends than HLMSX: OSCIX (1.65) vs HLMSX (1.03). 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 : 7.80 vs. OSCIX (2.32). HLMSX return over 5 years is better than : 2.23 vs. OSCIX (-23.38).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.41 | 0.99 | 142% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 10.821 | 13.326 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 2.68B | 10% |
| Annual Yield % from dividends | 1.03 | 1.65 | 63% |
| Returns for 1 year | 7.80 | 2.32 | 335% |
| Returns for 3 years | 14.88 | 8.45 | 176% |
| Returns for 5 years | 2.23 | -23.38 | -10% |
| Returns for 10 years | 42.64 | 20.17 | 211% |
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