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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$19.04
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets269.81M
Invesco International Small-Mid Com Y
Price$41.96
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets3.5B
HLMRX vs OSMYX Comparison Chart in %
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HLMRX vs. OSMYX commentary
Oct 19, 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 Buy and OSMYX is a Buy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.5B vs. HLMRX (270M). OSMYX pays higher dividends than HLMRX: OSMYX (1.49) vs HLMRX (1.13). HLMRX was incepted earlier than OSMYX: HLMRX (14 years) vs OSMYX (20 years). OSMYX (1.13) and HLMRX (1.09) have similar cost to investors . OSMYX is a more actively managed with annual turnover of: 21.00 vs. HLMRX (17.00). OSMYX has a lower initial minimum investment than HLMRX: OSMYX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : 6.35 vs. OSMYX (-2.26). HLMRX return over 5 years is better than : 8.92 vs. OSMYX (-19.94).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.09 | 1.13 | 96% |
| Annual Report Gross Expense Ratio | 1.09 | 1.13 | 96% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 14.492 | 16.168 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 3.5B | 8% |
| Annual Yield % from dividends | 1.13 | 1.49 | 76% |
| Returns for 1 year | 6.35 | -2.26 | -281% |
| Returns for 3 years | 29.84 | 23.21 | 129% |
| Returns for 5 years | 8.92 | -19.94 | -45% |
| Returns for 10 years | 52.03 | 22.56 | 231% |
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