HLMSX
Price
$19.16
Change
-$0.19 (-0.98%)
Updated
Oct 7 closing price
Net Assets
277.91M
OSMAX
Price
$42.65
Change
-$0.47 (-1.09%)
Updated
Oct 7 closing price
Net Assets
3.62B
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HLMSX vs OSMAX

Header iconHLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAXBanner chart's image
Harding Loevner Intl Small Coms I
Price$19.16
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets277.91M
Invesco International Small-Mid Com A
Price$42.65
Change-$0.47 (-1.09%)
VolumeN/A
Net Assets3.62B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Oct 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.62B vs. HLMSX (278M). OSMAX pays higher dividends than HLMSX: OSMAX (1.23) vs HLMSX (1.00). 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 : 6.86 vs. OSMAX (-1.48). HLMSX return over 5 years is better than : 12.26 vs. OSMAX (-18.14).
HLMSXOSMAXHLMSX / OSMAX
Total Expense Ratio1.311.3796%
Annual Report Gross Expense Ratio1.411.37103%
Fund Existence19 years28 years-
Gain YTD17.62918.10597%
Front LoadN/A6%-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets278M3.62B8%
Annual Yield % from dividends1.001.2381%
Returns for 1 year6.86-1.48-463%
Returns for 3 years36.3127.36133%
Returns for 5 years12.26-18.14-68%
Returns for 10 years53.4523.55227%
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