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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.31
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets309.1M
Invesco International Small-Mid Com A
Price$40.54
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets3.56B
HLMSX vs OSMAX Comparison Chart
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HLMSX vs. OSMAX 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 OSMAX is a Buy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.56B vs. HLMSX (309M). OSMAX pays higher dividends than HLMSX: OSMAX (1.33) vs HLMSX (1.08). HLMSX was incepted earlier than OSMAX: HLMSX (18 years) vs OSMAX (28 years). HLMSX (1.51) is less costly to investors than OSMAX (1.37). OSMAX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). OSMAX has a lower initial minimum investment than HLMSX: OSMAX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : 5.44 vs. OSMAX (-2.83). HLMSX return over 5 years is better than : 35.81 vs. OSMAX (-2.80).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.31 | 1.37 | 96% |
| Annual Report Gross Expense Ratio | 1.51 | 1.37 | 110% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 11.064 | 10.819 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 3.56B | 9% |
| Annual Yield % from dividends | 1.08 | 1.33 | 82% |
| Returns for 1 year | 5.44 | -2.83 | -192% |
| Returns for 3 years | 15.35 | 2.66 | 578% |
| Returns for 5 years | 35.81 | -2.80 | -1,277% |
| Returns for 10 years | 34.11 | 13.46 | 253% |
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