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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
Open Charts HLMSX vs OSMCX
Harding Loevner Intl Small Coms I
Price$15.99
Change+$0.45 (+2.90%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com C
Price$30.67
Change+$1.54 (+5.29%)
VolumeN/A
Net Assets3.09B
HLMSX vs OSMCX Comparison Chart
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HLMSX vs. OSMCX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.09B vs. HLMSX (333M). HLMSX pays higher dividends than OSMCX: HLMSX (1.15) vs OSMCX (0.53). HLMSX was incepted earlier than OSMCX: HLMSX (18 years) vs OSMCX (27 years). OSMCX (2.13) is less costly to investors than HLMSX (1.51). OSMCX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). 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 : -11.12 vs. OSMCX (-19.83). HLMSX return over 5 years is better than : 22.55 vs. OSMCX (-17.57).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| Total Expense Ratio | 1.31 | 2.13 | 62% |
| Annual Report Gross Expense Ratio | 1.51 | 2.13 | 71% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -5.532 | -5.575 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 3.09B | 11% |
| Annual Yield % from dividends | 1.15 | 0.53 | 217% |
| Returns for 1 year | -11.12 | -19.83 | 56% |
| Returns for 3 years | -14.14 | -27.15 | 52% |
| Returns for 5 years | 22.55 | -17.57 | -128% |
| Returns for 10 years | 16.25 | -11.75 | -138% |
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