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HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
HLMRX vs OSMCX Comparison Chart in %
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HLMRX vs. OSMCX commentary
Sep 18, 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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.33B vs. HLMRX (175M). HLMRX pays higher dividends than OSMCX: HLMRX (1.27) vs OSMCX (0.79). HLMRX was incepted earlier than OSMCX: HLMRX (15 years) vs OSMCX (29 years). OSMCX (2.18) is less costly to investors than HLMRX (1.08). OSMCX is a more actively managed with annual turnover of: 52.00 vs. HLMRX (31.00). OSMCX has a lower initial minimum investment than HLMRX: OSMCX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : 2.73 vs. OSMCX (-14.52). HLMRX return over 5 years is better than : -10.90 vs. OSMCX (-44.97).
| HLMRX | OSMCX | HLMRX / OSMCX | |
| Total Expense Ratio | 1.08 | 2.18 | 50% |
| Annual Report Gross Expense Ratio | 1.08 | 2.18 | 50% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 8.992 | 6.916 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 2.33B | 8% |
| Annual Yield % from dividends | 1.27 | 0.79 | 161% |
| Returns for 1 year | 2.73 | -14.52 | -19% |
| Returns for 3 years | 22.04 | -7.10 | -310% |
| Returns for 5 years | -10.90 | -44.97 | 24% |
| Returns for 10 years | 55.54 | -11.63 | -478% |
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