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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
Harding Loevner Intl Small Coms Instl
Price$18.63
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets263.18M
Invesco International Small-Mid Com Y
Price$41.84
Change-$0.43 (-1.02%)
VolumeN/A
Net Assets2.73B
HLMRX vs OSMYX Comparison Chart in %
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HLMRX vs. OSMYX commentary
Nov 14, 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.73B vs. HLMRX (263M). OSMYX pays higher dividends than HLMRX: OSMYX (1.50) vs HLMRX (1.16). 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 : 7.78 vs. OSMYX (3.25). HLMRX return over 5 years is better than : 6.03 vs. OSMYX (-20.54).
| 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 | 12.387 | 17.027 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.73B | 10% |
| Annual Yield % from dividends | 1.16 | 1.50 | 78% |
| Returns for 1 year | 7.78 | 3.25 | 240% |
| Returns for 3 years | 15.19 | 7.31 | 208% |
| Returns for 5 years | 6.03 | -20.54 | -29% |
| Returns for 10 years | 51.16 | 24.98 | 205% |
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