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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.09
Change-$0.14 (-0.77%)
VolumeN/A
Net Assets260.69M
Invesco International Small-Mid Com A
Price$41.23
Change-$0.32 (-0.77%)
VolumeN/A
Net Assets2.68B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Nov 19, 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 Hold and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.68B vs. HLMSX (261M). OSMAX pays higher dividends than HLMSX: OSMAX (1.24) vs HLMSX (1.03). HLMSX was incepted earlier than OSMAX: HLMSX (19 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 : 7.80 vs. OSMAX (1.97). HLMSX return over 5 years is better than : 2.23 vs. OSMAX (-24.70).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.31 | 1.37 | 96% |
| Annual Report Gross Expense Ratio | 1.41 | 1.37 | 103% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 10.821 | 12.928 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 2.68B | 10% |
| Annual Yield % from dividends | 1.03 | 1.24 | 83% |
| Returns for 1 year | 7.80 | 1.97 | 396% |
| Returns for 3 years | 14.88 | 7.30 | 204% |
| Returns for 5 years | 2.23 | -24.70 | -9% |
| Returns for 10 years | 42.64 | 16.21 | 263% |
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