Interact to see
Advertisement
Advertisement
HLMRX vs OSMCX
HLMRX vs OSMCX Comparison
Open Charts HLMRX vs OSMCX
HLMRX vs OSMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMRX vs. OSMCX 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 OSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.39B vs. HLMRX (174M). HLMRX pays higher dividends than OSMCX: HLMRX (1.32) vs OSMCX (0.81). 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 : 4.18 vs. OSMCX (-12.65). HLMRX return over 5 years is better than : -7.82 vs. OSMCX (-43.24).
| 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 | 7.847 | 5.636 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.32 | 0.81 | 163% |
| Returns for 1 year | 4.18 | -12.65 | -33% |
| Returns for 3 years | 14.96 | -14.83 | -101% |
| Returns for 5 years | -7.82 | -43.24 | 18% |
| Returns for 10 years | 54.02 | -12.49 | -433% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FBCV | 41.82 | 0.30 | +0.73% |
| Fidelity Blue Chip Value ETF | |||
| FLCV | 36.98 | 0.19 | +0.53% |
| Federated Hermes MDT Large Cap Value ETF | |||
| COIO | 7.21 | N/A | N/A |
| Leverage Shares 2x Capped Accelerated COIN Monthly ETF | |||
| EZM | 75.84 | -0.05 | -0.07% |
| WisdomTree U.S. MidCap Earnings ETF | |||
| MVRL | 12.89 | -0.18 | -1.36% |
| ETRACS Mnthly Py 1.5X Lvgd Mtg REIT ETN | |||