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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.19
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets244.62M
Invesco International Small-Mid Com A
Price$35.73
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.59B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX 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 OSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.59B vs. HLMSX (245M). OSMAX pays higher dividends than HLMSX: OSMAX (1.23) vs HLMSX (1.04). HLMSX was incepted earlier than OSMAX: HLMSX (19 years) vs OSMAX (28 years). HLMSX (1.41) and OSMAX (1.37) have similar cost to investors . OSMAX is a more actively managed with annual turnover of: 21.00 vs. HLMSX (17.00). OSMAX has a lower initial minimum investment than HLMSX: OSMAX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : 9.67 vs. OSMAX (-3.01). HLMSX return over 5 years is better than : -4.68 vs. OSMAX (-32.80).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.31 | 1.37 | 96% |
| Annual Report Gross Expense Ratio | 1.41 | 1.37 | 103% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 10.274 | -2.136 | -481% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 2.59B | 9% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 9.67 | -3.01 | -321% |
| Returns for 3 years | 15.67 | -5.96 | -263% |
| Returns for 5 years | -4.68 | -32.80 | 14% |
| Returns for 10 years | 41.29 | -1.32 | -3,126% |
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