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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$19.56
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets282.64M
Invesco International Small-Mid Com A
Price$43.03
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets3.66B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Aug 29, 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 StrongBuy and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.66B vs. HLMSX (283M). OSMAX pays higher dividends than HLMSX: OSMAX (1.25) vs HLMSX (1.01). HLMSX was incepted earlier than OSMAX: HLMSX (18 years) vs OSMAX (28 years). HLMSX (1.41) and OSMAX (1.37) have similar cost to investors . 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 : 9.01 vs. OSMAX (-3.34). HLMSX return over 5 years is better than : 17.00 vs. OSMAX (-16.47).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.31 | 1.37 | 96% |
| Annual Report Gross Expense Ratio | 1.41 | 1.37 | 103% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 18.419 | 17.338 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.66B | 8% |
| Annual Yield % from dividends | 1.01 | 1.25 | 81% |
| Returns for 1 year | 9.01 | -3.34 | -269% |
| Returns for 3 years | 24.84 | 12.98 | 191% |
| Returns for 5 years | 17.00 | -16.47 | -103% |
| Returns for 10 years | 58.05 | 22.54 | 257% |
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