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HLMSX vs OSMNX
HLMSX vs OSMNX Comparison
Open Charts HLMSX vs OSMNX
Harding Loevner Intl Small Coms I
Price$15.99
Change+$0.45 (+2.90%)
VolumeN/A
Net Assets333.33M
Invesco International Small-Mid Com R
Price$33.38
Change+$1.68 (+5.30%)
VolumeN/A
Net Assets3.09B
HLMSX vs OSMNX Comparison Chart
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HLMSX vs. OSMNX 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 OSMNX is a Hold.
FUNDAMENTALS
Fundamentals
OSMNX has more cash in the bank: 3.09B vs. HLMSX (333M). OSMNX (1.19) and HLMSX (1.15) have matching dividends . HLMSX was incepted earlier than OSMNX: HLMSX (18 years) vs OSMNX (24 years). OSMNX (1.63) is less costly to investors than HLMSX (1.51). OSMNX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). OSMNX has a lower initial minimum investment than HLMSX: OSMNX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : -11.12 vs. OSMNX (-18.84). HLMSX return over 5 years is better than : 22.55 vs. OSMNX (-13.63).
| HLMSX | OSMNX | HLMSX / OSMNX | |
| Total Expense Ratio | 1.31 | 1.63 | 80% |
| Annual Report Gross Expense Ratio | 1.51 | 1.63 | 93% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -5.532 | -5.430 | 102% |
| 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 | 1.19 | 96% |
| Returns for 1 year | -11.12 | -18.84 | 59% |
| Returns for 3 years | -14.14 | -25.38 | 56% |
| Returns for 5 years | 22.55 | -13.63 | -165% |
| Returns for 10 years | 16.25 | -4.52 | -359% |
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