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HLMRX vs OSCIX
HLMRX vs OSCIX Comparison
Open Charts HLMRX vs OSCIX
HLMRX vs OSCIX Comparison Chart in %
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HLMRX vs. OSCIX commentary
Aug 03, 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 HLMRX is a Hold and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.39B vs. HLMRX (174M). OSCIX pays higher dividends than HLMRX: OSCIX (1.80) vs HLMRX (1.32). HLMRX was incepted earlier than OSCIX: HLMRX (15 years) vs OSCIX (15 years). HLMRX (1.08) is less costly to investors than OSCIX (1.01). OSCIX is a more actively managed with annual turnover of: 52.00 vs. HLMRX (31.00). HLMRX has a lower initial minimum investment than OSCIX: HLMRX (100000) vs OSCIX (1000000). HLMRX annual gain was more profitable for investors over the last year : 4.18 vs. OSCIX (-8.63). HLMRX return over 5 years is better than : -7.82 vs. OSCIX (-35.91).
| HLMRX | OSCIX | HLMRX / OSCIX | |
| Total Expense Ratio | 1.08 | 1.01 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 1.01 | 107% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 7.847 | 6.355 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.32 | 1.80 | 74% |
| Returns for 1 year | 4.18 | -8.63 | -48% |
| Returns for 3 years | 14.96 | -7.31 | -205% |
| Returns for 5 years | -7.82 | -35.91 | 22% |
| Returns for 10 years | 54.02 | 7.25 | 745% |
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