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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
Open Charts HLMSX vs OSMCX
Harding Loevner Intl Small Coms I
Price$18.31
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets309.1M
Invesco International Small-Mid Com C
Price$34.16
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets3.56B
HLMSX vs OSMCX Comparison Chart
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HLMSX vs. OSMCX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.56B vs. HLMSX (309M). HLMSX pays higher dividends than OSMCX: HLMSX (1.08) vs OSMCX (0.51). HLMSX was incepted earlier than OSMCX: HLMSX (18 years) vs OSMCX (28 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 : 5.44 vs. OSMCX (-4.93). HLMSX return over 5 years is better than : 35.81 vs. OSMCX (-10.30).
| 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 | 28 years | - |
| Gain YTD | 11.064 | 10.502 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 3.56B | 9% |
| Annual Yield % from dividends | 1.08 | 0.51 | 214% |
| Returns for 1 year | 5.44 | -4.93 | -111% |
| Returns for 3 years | 15.35 | -1.40 | -1,100% |
| Returns for 5 years | 35.81 | -10.30 | -348% |
| Returns for 10 years | 34.11 | -0.66 | -5,197% |
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