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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
Harding Loevner Intl Small Coms I
Price$18.39
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets263.18M
Invesco International Small-Mid Com A
Price$42.20
Change-$0.43 (-1.01%)
VolumeN/A
Net Assets2.73B
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.73B vs. HLMSX (263M). OSMAX pays higher dividends than HLMSX: OSMAX (1.24) vs HLMSX (1.03). 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 : 8.05 vs. OSMAX (2.86). HLMSX return over 5 years is better than : 4.85 vs. OSMAX (-22.08).
| 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 | 11.793 | 15.585 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.73B | 10% |
| Annual Yield % from dividends | 1.03 | 1.24 | 83% |
| Returns for 1 year | 8.05 | 2.86 | 281% |
| Returns for 3 years | 15.46 | 6.99 | 221% |
| Returns for 5 years | 4.85 | -22.08 | -22% |
| Returns for 10 years | 46.50 | 20.78 | 224% |
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