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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$18.76
Change-$0.54 (-2.80%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com Y
Price$36.04
Change-$5.96 (-14.19%)
VolumeN/A
Net Assets2.56B
HLMRX vs OSMYX Comparison Chart in %
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HLMRX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.56B vs. HLMRX (227M). OSMYX pays higher dividends than HLMRX: OSMYX (1.67) vs HLMRX (1.39). HLMRX was incepted earlier than OSMYX: HLMRX (15 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: 52.00 vs. HLMRX (31.00). 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 : 11.20 vs. OSMYX (-2.44). HLMRX return over 5 years is better than : -4.91 vs. OSMYX (-31.31).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.09 | 1.13 | 96% |
| Annual Report Gross Expense Ratio | 1.09 | 1.13 | 96% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 2.507 | 2.854 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.39 | 1.67 | 83% |
| Returns for 1 year | 11.20 | -2.44 | -460% |
| Returns for 3 years | 11.51 | -12.11 | -95% |
| Returns for 5 years | -4.91 | -31.31 | 16% |
| Returns for 10 years | 63.52 | 14.63 | 434% |
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