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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$18.31
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets309.1M
Invesco International Small-Mid Com R6
Price$40.39
Change-$0.23 (-0.57%)
VolumeN/A
Net Assets3.56B
HLMSX vs OSCIX Comparison Chart
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HLMSX vs. OSCIX commentary
May 15, 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: 3.56B vs. HLMSX (309M). OSCIX pays higher dividends than HLMSX: OSCIX (1.77) vs HLMSX (1.08). HLMSX was incepted earlier than OSCIX: HLMSX (18 years) vs OSCIX (13 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 : 5.44 vs. OSCIX (-2.48). HLMSX return over 5 years is better than : 35.81 vs. OSCIX (-1.08).
| 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 | 13 years | - |
| Gain YTD | 11.064 | 10.986 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 3.56B | 9% |
| Annual Yield % from dividends | 1.08 | 1.77 | 61% |
| Returns for 1 year | 5.44 | -2.48 | -220% |
| Returns for 3 years | 15.35 | 3.78 | 406% |
| Returns for 5 years | 35.81 | -1.08 | -3,323% |
| Returns for 10 years | 34.11 | 17.34 | 197% |
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