Interact to see
Advertisement
Advertisement
HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$19.49
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets279.28M
Invesco International Small-Mid Com R6
Price$42.73
Change+$0.22 (+0.52%)
VolumeN/A
Net Assets3.89B
HLMSX vs OSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. OSCIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.89B vs. HLMSX (279M). 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 : 14.33 vs. OSCIX (3.78). HLMSX return over 5 years is better than : 18.79 vs. OSCIX (-13.28).
| 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 | 17.264 | 17.043 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 3.89B | 7% |
| Annual Yield % from dividends | 1.01 | 1.67 | 61% |
| Returns for 1 year | 14.33 | 3.78 | 379% |
| Returns for 3 years | 19.07 | 5.69 | 335% |
| Returns for 5 years | 18.79 | -13.28 | -141% |
| Returns for 10 years | 46.91 | 21.73 | 216% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement