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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$15.99
Change+$0.45 (+2.90%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com A
Price$36.37
Change+$1.82 (+5.27%)
VolumeN/A
Net Assets3.09B
HLMSX vs OSMAX Comparison Chart
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HLMSX vs. OSMAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.09B vs. HLMSX (333M). OSMAX pays higher dividends than HLMSX: OSMAX (1.39) vs HLMSX (1.15). HLMSX was incepted earlier than OSMAX: HLMSX (18 years) vs OSMAX (27 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 : -11.12 vs. OSMAX (-18.05). HLMSX return over 5 years is better than : 22.55 vs. OSMAX (-10.64).
| 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 | 27 years | - |
| Gain YTD | -5.532 | -5.368 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 3.09B | 11% |
| Annual Yield % from dividends | 1.15 | 1.39 | 83% |
| Returns for 1 year | -11.12 | -18.05 | 62% |
| Returns for 3 years | -14.14 | -24.14 | 59% |
| Returns for 5 years | 22.55 | -10.64 | -212% |
| Returns for 10 years | 16.25 | 0.80 | 2,039% |
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