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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$17.32
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets382.53M
Invesco International Small-Mid Com A
Price$38.78
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
HLMSX vs OSMAX Comparison Chart
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HLMSX vs. OSMAX commentary
Feb 23, 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: 3.59B vs. HLMSX (383M). 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 : 0.36 vs. OSMAX (-8.19). HLMSX return over 5 years is better than : 10.24 vs. OSMAX (-14.71).
| 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 | 5.289 | 6.217 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 3.59B | 11% |
| Annual Yield % from dividends | 1.01 | 0.83 | 122% |
| Returns for 1 year | 0.36 | -8.19 | -4% |
| Returns for 3 years | -7.36 | -15.56 | 47% |
| Returns for 5 years | 10.24 | -14.71 | -70% |
| Returns for 10 years | 34.13 | 16.97 | 201% |
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