Interact to see
Advertisement
Advertisement
HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.55
Change-$0.52 (-2.73%)
VolumeN/A
Net Assets227.48M
Invesco International Small-Mid Com A
Price$36.50
Change-$5.87 (-13.85%)
VolumeN/A
Net Assets2.56B
HLMSX vs OSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. OSMAX 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 OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.56B vs. HLMSX (227M). OSMAX pays higher dividends than HLMSX: OSMAX (1.40) vs HLMSX (1.16). 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: 52.00 vs. HLMSX (31.00). 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 : 10.93 vs. OSMAX (-2.47). HLMSX return over 5 years is better than : -5.69 vs. OSMAX (-31.87).
| 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 | 2.479 | 2.817 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 2.56B | 9% |
| Annual Yield % from dividends | 1.16 | 1.40 | 83% |
| Returns for 1 year | 10.93 | -2.47 | -442% |
| Returns for 3 years | 10.90 | -12.49 | -87% |
| Returns for 5 years | -5.69 | -31.87 | 18% |
| Returns for 10 years | 60.17 | 12.55 | 479% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TSMWX | 16.54 | -0.02 | -0.12% |
| Nuveen Quant Small/Mid Cap Eq R6 | |||
| VRTPX | 21.59 | -0.04 | -0.18% |
| Vanguard Real Estate II Index | |||
| RGCEX | 16.61 | -0.13 | -0.78% |
| Columbia Select Global Equity C | |||
| FCGEX | 20.74 | -0.26 | -1.24% |
| NYLI PineStone Global Equity Class A | |||
| NWHVX | 10.42 | -0.26 | -2.43% |
| Nationwide Geneva Mid Cap Gr A | |||