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HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
Harding Loevner Intl Small Coms Instl
Price$18.76
Change-$0.54 (-2.80%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com R6
Price$36.26
Change-$6.02 (-14.24%)
VolumeN/A
Net Assets2.56B
HLMRX vs OSCIX Comparison Chart in %
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HLMRX vs. OSCIX commentary
Feb 04, 2026
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 HLMRX is a Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.56B vs. HLMRX (227M). OSCIX pays higher dividends than HLMRX: OSCIX (1.85) vs HLMRX (1.39). HLMRX was incepted earlier than OSCIX: HLMRX (15 years) vs OSCIX (14 years). HLMRX (1.09) is less costly to investors than OSCIX (0.99). OSCIX is a more actively managed with annual turnover of: 52.00 vs. HLMRX (31.00). HLMRX has a lower initial minimum investment than OSCIX: HLMRX (100000) vs OSCIX (1000000). HLMRX annual gain was more profitable for investors over the last year : 11.20 vs. OSCIX (-2.18). HLMRX return over 5 years is better than : -4.91 vs. OSCIX (-30.72).
| HLMRX | OSCIX | HLMRX / OSCIX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 0.99 | 110% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 2.507 | 2.865 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.39 | 1.85 | 75% |
| Returns for 1 year | 11.20 | -2.18 | -514% |
| Returns for 3 years | 11.51 | -11.62 | -99% |
| Returns for 5 years | -4.91 | -30.72 | 16% |
| Returns for 10 years | 63.52 | 16.62 | 382% |
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