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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
Harding Loevner Intl Small Coms I
Price$18.55
Change-$0.52 (-2.73%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com R6
Price$36.26
Change-$6.02 (-14.24%)
VolumeN/A
Net Assets2.56B
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Feb 05, 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 HLMSX is a Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.56B vs. HLMSX (227M). OSCIX pays higher dividends than HLMSX: OSCIX (1.85) vs HLMSX (1.16). 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: 52.00 vs. HLMSX (31.00). 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 : 10.93 vs. OSCIX (-2.18). HLMSX return over 5 years is better than : -5.69 vs. OSCIX (-30.72).
| 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 | 2.479 | 2.865 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.16 | 1.85 | 62% |
| Returns for 1 year | 10.93 | -2.18 | -501% |
| Returns for 3 years | 10.90 | -11.62 | -94% |
| Returns for 5 years | -5.69 | -30.72 | 19% |
| Returns for 10 years | 60.17 | 16.62 | 362% |
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