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HLMRX vs OSMYX
HLMRX vs OSMYX Comparison
Open Charts HLMRX vs OSMYX
HLMRX vs OSMYX Comparison Chart in %
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HLMRX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.33B vs. HLMRX (175M). OSMYX pays higher dividends than HLMRX: OSMYX (1.57) vs HLMRX (1.27). HLMRX was incepted earlier than OSMYX: HLMRX (15 years) vs OSMYX (21 years). OSMYX (1.18) is less costly to investors than HLMRX (1.08). OSMYX is a more actively managed with annual turnover of: 52.00 vs. HLMRX (31.00). OSMYX has a lower initial minimum investment than HLMRX: OSMYX (1000) vs HLMRX (100000). HLMRX annual gain was more profitable for investors over the last year : 2.73 vs. OSMYX (-10.82). HLMRX return over 5 years is better than : -10.90 vs. OSMYX (-38.41).
| HLMRX | OSMYX | HLMRX / OSMYX | |
| Total Expense Ratio | 1.08 | 1.18 | 92% |
| Annual Report Gross Expense Ratio | 1.08 | 1.18 | 92% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 8.992 | 7.677 | 117% |
| 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 | 1.57 | 81% |
| Returns for 1 year | 2.73 | -10.82 | -25% |
| Returns for 3 years | 22.04 | 0.49 | 4,472% |
| Returns for 5 years | -10.90 | -38.41 | 28% |
| Returns for 10 years | 55.54 | 6.44 | 863% |
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