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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$19.49
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets279.28M
Invesco International Small-Mid Com A
Price$42.85
Change+$0.22 (+0.52%)
VolumeN/A
Net Assets3.89B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Aug 08, 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: 3.89B vs. HLMSX (279M). OSMAX pays higher dividends than HLMSX: OSMAX (1.25) vs HLMSX (1.01). 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 : 14.33 vs. OSMAX (3.44). HLMSX return over 5 years is better than : 18.79 vs. OSMAX (-14.78).
| 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 | 17.264 | 16.763 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 3.89B | 7% |
| Annual Yield % from dividends | 1.01 | 1.25 | 81% |
| Returns for 1 year | 14.33 | 3.44 | 417% |
| Returns for 3 years | 19.07 | 4.53 | 421% |
| Returns for 5 years | 18.79 | -14.78 | -127% |
| Returns for 10 years | 46.91 | 17.70 | 265% |
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