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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$17.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R6
Price$44.79
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HLMSX vs OSCIX Comparison Chart
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HLMSX vs. OSCIX commentary
Sep 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 4.83B vs. HLMSX (472M). OSCIX pays higher dividends than HLMSX: OSCIX (1.20) vs HLMSX (1.01). HLMSX was incepted earlier than OSCIX: HLMSX (18 years) vs OSCIX (13 years). HLMSX is a more actively managed with annual turnover of: 37.00 vs. OSCIX (26.00). HLMSX has a lower initial minimum investment than OSCIX: HLMSX (5000) vs OSCIX (1000000). OSCIX annual gain was more profitable for investors over the last year : 15.53 vs. HLMSX (8.01). HLMSX return over 5 years is better than : 20.09 vs. OSCIX (-3.45).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 0.392 | 4.698 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 4.83B | 10% |
| Annual Yield % from dividends | 1.01 | 1.20 | 84% |
| Returns for 1 year | 8.01 | 15.53 | 52% |
| Returns for 3 years | -21.50 | -29.40 | 73% |
| Returns for 5 years | 20.09 | -3.45 | -582% |
| Returns for 10 years | 30.70 | 44.03 | 70% |
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