HLMSX | OSMAX | HLMSX / OSMAX | |
Total Expense Ratio | 1.31 | 1.37 | 96% |
Annual Report Gross Expense Ratio | 1.41 | 1.37 | 103% |
Fund Existence | 19 years | 28 years | - |
Gain YTD | 17.629 | 18.105 | 97% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 5000 | 1000 | 500% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 278M | 3.62B | 8% |
Annual Yield % from dividends | 1.00 | 1.23 | 81% |
Returns for 1 year | 6.86 | -1.48 | -463% |
Returns for 3 years | 36.31 | 27.36 | 133% |
Returns for 5 years | 12.26 | -18.14 | -68% |
Returns for 10 years | 53.45 | 23.55 | 227% |