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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
Open Charts HLMSX vs OSMCX
Harding Loevner Intl Small Coms I
Price$19.56
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets282.64M
Invesco International Small-Mid Com C
Price$36.18
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets3.66B
HLMSX vs OSMCX Comparison Chart in %
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HLMSX vs. OSMCX commentary
Aug 29, 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 StrongBuy and OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.66B vs. HLMSX (283M). HLMSX pays higher dividends than OSMCX: HLMSX (1.01) vs OSMCX (0.48). HLMSX was incepted earlier than OSMCX: HLMSX (18 years) vs OSMCX (28 years). OSMCX (2.13) is less costly to investors than HLMSX (1.41). 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 : 9.01 vs. OSMCX (-5.45). HLMSX return over 5 years is better than : 17.00 vs. OSMCX (-22.92).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| Total Expense Ratio | 1.31 | 2.13 | 62% |
| Annual Report Gross Expense Ratio | 1.41 | 2.13 | 66% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 18.419 | 16.726 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.66B | 8% |
| Annual Yield % from dividends | 1.01 | 0.48 | 211% |
| Returns for 1 year | 9.01 | -5.45 | -165% |
| Returns for 3 years | 24.84 | 8.50 | 292% |
| Returns for 5 years | 17.00 | -22.92 | -74% |
| Returns for 10 years | 58.05 | 7.26 | 800% |
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