Interact to see
Advertisement
Advertisement
HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
HLMSX vs OSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX 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 HLMSX is a Hold and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.39B vs. HLMSX (174M). OSCIX pays higher dividends than HLMSX: OSCIX (1.80) vs HLMSX (1.10). HLMSX was incepted earlier than OSCIX: HLMSX (19 years) vs OSCIX (15 years). HLMSX (1.45) is less costly to investors than OSCIX (1.01). OSCIX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). HLMSX has a lower initial minimum investment than OSCIX: HLMSX (5000) vs OSCIX (1000000). HLMSX annual gain was more profitable for investors over the last year : 3.86 vs. OSCIX (-8.63). HLMSX return over 5 years is better than : -8.54 vs. OSCIX (-35.91).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.30 | 1.01 | 129% |
| Annual Report Gross Expense Ratio | 1.45 | 1.01 | 144% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.713 | 6.355 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.10 | 1.80 | 61% |
| Returns for 1 year | 3.86 | -8.63 | -45% |
| Returns for 3 years | 14.33 | -7.31 | -196% |
| Returns for 5 years | -8.54 | -35.91 | 24% |
| Returns for 10 years | 50.87 | 7.25 | 702% |
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 % |
| FLCG | 33.76 | 0.31 | +0.93% |
| Federated Hermes MDT Large Cap Gr ETF | |||
| HTD | 25.76 | -0.07 | -0.27% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| WCPB | 24.95 | -0.09 | -0.35% |
| Weitz Core Plus Bond ETF | |||
| FPRO | 25.44 | -0.16 | -0.63% |
| Fidelity Real Estate Investment ETF | |||
| FLAU | 34.97 | -0.57 | -1.59% |
| Franklin FTSE Australia ETF | |||