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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$19.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.67M
Invesco International Small-Mid Com A
Price$42.73
Change-$0.23 (-0.54%)
VolumeN/A
Net Assets3.86B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Jul 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 Buy and OSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.86B vs. HLMSX (283M). OSMAX pays higher dividends than HLMSX: OSMAX (1.22) vs HLMSX (0.99). HLMSX was incepted earlier than OSMAX: HLMSX (18 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 : 10.24 vs. OSMAX (0.95). HLMSX return over 5 years is better than : 26.07 vs. OSMAX (-10.28).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.31 | 1.37 | 96% |
| Annual Report Gross Expense Ratio | 1.41 | 1.37 | 103% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 18.237 | 17.666 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.86B | 7% |
| Annual Yield % from dividends | 0.99 | 1.22 | 81% |
| Returns for 1 year | 10.24 | 0.95 | 1,078% |
| Returns for 3 years | 28.35 | 13.80 | 205% |
| Returns for 5 years | 26.07 | -10.28 | -254% |
| Returns for 10 years | 48.02 | 19.44 | 247% |
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