Ad is loading...
HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$16.56
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets410.16M
Invesco International Small-Mid Com A
Price$36.69
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets3.51B
HLMSX vs OSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. OSMAX commentary
Jan 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: 3.51B vs. HLMSX (410M). 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 : -2.10 vs. OSMAX (-8.88). HLMSX return over 5 years is better than : -0.97 vs. OSMAX (-23.17).
| 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 | -0.122 | 0.493 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 3.51B | 12% |
| Annual Yield % from dividends | 1.01 | 0.83 | 122% |
| Returns for 1 year | -2.10 | -8.88 | 24% |
| Returns for 3 years | -16.78 | -26.06 | 64% |
| Returns for 5 years | -0.97 | -23.17 | 4% |
| Returns for 10 years | 32.89 | 16.80 | 196% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers