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HLMSX vs OSCIX
HLMSX vs OSCIX Comparison
Open Charts HLMSX vs OSCIX
HLMSX vs OSCIX Comparison Chart in %
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HLMSX vs. OSCIX commentary
Sep 21, 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 Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.33B vs. HLMSX (175M). OSCIX pays higher dividends than HLMSX: OSCIX (1.74) vs HLMSX (1.06). HLMSX was incepted earlier than OSCIX: HLMSX (20 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 : 2.71 vs. OSCIX (-11.15). HLMSX return over 5 years is better than : -11.02 vs. OSCIX (-37.95).
| HLMSX | OSCIX | HLMSX / OSCIX | |
| Total Expense Ratio | 1.30 | 1.01 | 129% |
| Annual Report Gross Expense Ratio | 1.45 | 1.01 | 144% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 9.477 | 7.660 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 2.33B | 8% |
| Annual Yield % from dividends | 1.06 | 1.74 | 61% |
| Returns for 1 year | 2.71 | -11.15 | -24% |
| Returns for 3 years | 22.43 | 1.54 | 1,453% |
| Returns for 5 years | -11.02 | -37.95 | 29% |
| Returns for 10 years | 53.12 | 7.69 | 691% |
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