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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$18.19
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets244.62M
Invesco International Small-Mid Com R6
Price$35.48
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.59B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Dec 27, 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 Hold and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.59B vs. HLMSX (245M). OSCIX pays higher dividends than HLMSX: OSCIX (1.64) vs HLMSX (1.04). 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 : 9.67 vs. OSCIX (-3.19). HLMSX return over 5 years is better than : -4.68 vs. OSCIX (-31.99).
| 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 | 10.274 | -2.313 | -444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 2.59B | 9% |
| Annual Yield % from dividends | 1.04 | 1.64 | 63% |
| Returns for 1 year | 9.67 | -3.19 | -303% |
| Returns for 3 years | 15.67 | -5.48 | -286% |
| Returns for 5 years | -4.68 | -31.99 | 15% |
| Returns for 10 years | 41.29 | 1.76 | 2,341% |
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