HLMRX
Price
$18.40
Change
+$0.06 (+0.33%)
Updated
Dec 26 closing price
Net Assets
245.25M
OSCIX
Price
$35.48
Change
+$0.01 (+0.03%)
Updated
Dec 26 closing price
Net Assets
2.59B
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HLMRX vs OSCIX

Header iconHLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIXBanner chart's image
Harding Loevner Intl Small Coms Instl
Price$18.40
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets245.25M
Invesco International Small-Mid Com R6
Price$35.48
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.59B
HLMRX vs OSCIX Comparison Chart in %
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HLMRX vs. OSCIX commentary
Dec 28, 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 HLMRX is a Hold and OSCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.59B vs. HLMRX (245M). OSCIX pays higher dividends than HLMRX: OSCIX (1.64) vs HLMRX (1.16). 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: 21.00 vs. HLMRX (17.00). 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 : 10.05 vs. OSCIX (-3.19). HLMRX return over 5 years is better than : -3.84 vs. OSCIX (-31.99).
HLMRXOSCIXHLMRX / OSCIX
Total Expense Ratio1.090.99110%
Annual Report Gross Expense Ratio1.090.99110%
Fund Existence15 years14 years-
Gain YTD10.643-2.313-460%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets245M2.59B9%
Annual Yield % from dividends1.161.6471%
Returns for 1 year10.05-3.19-315%
Returns for 3 years16.41-5.48-299%
Returns for 5 years-3.84-31.9912%
Returns for 10 years44.391.762,516%
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