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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
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HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX 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 OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.33B vs. HLMSX (175M). OSMAX pays higher dividends than HLMSX: OSMAX (1.32) vs HLMSX (1.06). HLMSX was incepted earlier than OSMAX: HLMSX (20 years) vs OSMAX (29 years). HLMSX (1.45) and OSMAX (1.42) have similar cost to investors . OSMAX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). OSMAX has a lower initial minimum investment than HLMSX: OSMAX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : 2.71 vs. OSMAX (-11.38). HLMSX return over 5 years is better than : -11.02 vs. OSMAX (-38.98).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.30 | 1.42 | 92% |
| Annual Report Gross Expense Ratio | 1.45 | 1.42 | 102% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 9.477 | 7.352 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 2.33B | 8% |
| Annual Yield % from dividends | 1.06 | 1.32 | 81% |
| Returns for 1 year | 2.71 | -11.38 | -24% |
| Returns for 3 years | 22.43 | 0.55 | 4,103% |
| Returns for 5 years | -11.02 | -38.98 | 28% |
| Returns for 10 years | 53.12 | 4.00 | 1,329% |
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