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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$19.14
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets282.76M
Invesco International Small-Mid Com A
Price$42.21
Change+$0.60 (+1.44%)
VolumeN/A
Net Assets3.53B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.53B vs. HLMSX (283M). OSMAX pays higher dividends than HLMSX: OSMAX (1.27) vs HLMSX (1.03). HLMSX was incepted earlier than OSMAX: HLMSX (18 years) vs OSMAX (28 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 : 11.83 vs. OSMAX (1.64). HLMSX return over 5 years is better than : 27.27 vs. OSMAX (-10.41).
| 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 | 28 years | - |
| Gain YTD | 16.109 | 13.969 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.53B | 8% |
| Annual Yield % from dividends | 1.03 | 1.27 | 81% |
| Returns for 1 year | 11.83 | 1.64 | 720% |
| Returns for 3 years | 23.49 | 9.18 | 256% |
| Returns for 5 years | 27.27 | -10.41 | -262% |
| Returns for 10 years | 43.09 | 17.35 | 248% |
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