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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
Open Charts HLMSX vs OSMCX
Harding Loevner Intl Small Coms I
Price$16.56
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets410.16M
Invesco International Small-Mid Com C
Price$30.99
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets3.51B
HLMSX vs OSMCX Comparison Chart
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HLMSX vs. OSMCX 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 OSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.51B vs. HLMSX (410M). HLMSX pays higher dividends than OSMCX: HLMSX (1.01) vs OSMCX (0.00). HLMSX was incepted earlier than OSMCX: HLMSX (18 years) vs OSMCX (27 years). HLMSX is a more actively managed with annual turnover of: 37.00 vs. OSMCX (26.00). OSMCX has a lower initial minimum investment than HLMSX: OSMCX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : -2.10 vs. OSMCX (-10.85). HLMSX return over 5 years is better than : -0.97 vs. OSMCX (-29.09).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| 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 | 0.454 | -27% |
| 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 | 0.00 | - |
| Returns for 1 year | -2.10 | -10.85 | 19% |
| Returns for 3 years | -16.78 | -28.98 | 58% |
| Returns for 5 years | -0.97 | -29.09 | 3% |
| Returns for 10 years | 32.89 | 2.25 | 1,459% |
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