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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.81
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets270.41M
Invesco International Small-Mid Com A
Price$42.33
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets3.5B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX 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 OSMAX is a Buy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.5B vs. HLMSX (270M). OSMAX pays higher dividends than HLMSX: OSMAX (1.23) vs HLMSX (1.00). 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 : 6.14 vs. OSMAX (-2.41). HLMSX return over 5 years is better than : 8.09 vs. OSMAX (-20.70).
| 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 | 14.346 | 15.941 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 3.5B | 8% |
| Annual Yield % from dividends | 1.00 | 1.23 | 81% |
| Returns for 1 year | 6.14 | -2.41 | -255% |
| Returns for 3 years | 29.56 | 22.47 | 132% |
| Returns for 5 years | 8.09 | -20.70 | -39% |
| Returns for 10 years | 48.95 | 20.39 | 240% |
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