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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$16.61
Change-$0.33 (-1.95%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com A
Price$36.73
Change-$0.76 (-2.03%)
VolumeN/A
CapitalizationN/A
HLMSX vs OSMAX Comparison Chart
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HLMSX vs. OSMAX commentary
Dec 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 OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.73B vs. HLMSX (435M). HLMSX pays higher dividends than OSMAX: HLMSX (1.01) vs OSMAX (0.83). HLMSX was incepted earlier than OSMAX: HLMSX (18 years) vs OSMAX (27 years). HLMSX is a more actively managed with annual turnover of: 37.00 vs. OSMAX (26.00). 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 : -2.48 vs. OSMAX (-8.84). HLMSX return over 5 years is better than : 3.11 vs. OSMAX (-19.99).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -5.257 | -11.534 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 3.73B | 12% |
| Annual Yield % from dividends | 1.01 | 0.83 | 122% |
| Returns for 1 year | -2.48 | -8.84 | 28% |
| Returns for 3 years | -17.48 | -29.59 | 59% |
| Returns for 5 years | 3.11 | -19.99 | -16% |
| Returns for 10 years | 36.47 | 20.12 | 181% |
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