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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$18.81
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets270.41M
Invesco International Small-Mid Com R6
Price$42.25
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets3.51B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX 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 HLMSX is a Buy and OSCIX is a Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.51B vs. HLMSX (270M). OSCIX pays higher dividends than HLMSX: OSCIX (1.64) vs HLMSX (1.00). HLMSX was incepted earlier than OSCIX: HLMSX (19 years) vs OSCIX (14 years). HLMSX (1.41) is less costly to investors than OSCIX (0.99). OSCIX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). HLMSX has a lower initial minimum investment than OSCIX: HLMSX (5000) vs OSCIX (1000000). HLMSX annual gain was more profitable for investors over the last year : 6.14 vs. OSCIX (-2.05). HLMSX return over 5 years is better than : 8.09 vs. OSCIX (-19.29).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.41 | 0.99 | 142% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 14.346 | 16.327 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 3.51B | 8% |
| Annual Yield % from dividends | 1.00 | 1.64 | 61% |
| Returns for 1 year | 6.14 | -2.05 | -300% |
| Returns for 3 years | 29.56 | 23.83 | 124% |
| Returns for 5 years | 8.09 | -19.29 | -42% |
| Returns for 10 years | 48.95 | 24.51 | 200% |
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