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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
Jul 14, 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: 2.35B vs. HLMRX (171M). HLMRX pays higher dividends than OSMCX: HLMRX (1.35) vs OSMCX (0.85). 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 : -0.15 vs. OSMCX (-17.74). HLMRX return over 5 years is better than : -8.01 vs. OSMCX (-44.04).
| 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 | 5.559 | 1.591 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 2.35B | 7% |
| Annual Yield % from dividends | 1.35 | 0.85 | 159% |
| Returns for 1 year | -0.15 | -17.74 | 1% |
| Returns for 3 years | 11.71 | -19.16 | -61% |
| Returns for 5 years | -8.01 | -44.04 | 18% |
| Returns for 10 years | 53.63 | -12.39 | -433% |
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