Interact to see
Advertisement
Advertisement
HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
HLMSX vs OSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLMSX vs. OSMAX 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 OSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.39B vs. HLMSX (174M). OSMAX pays higher dividends than HLMSX: OSMAX (1.36) vs HLMSX (1.10). HLMSX was incepted earlier than OSMAX: HLMSX (19 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 : 3.86 vs. OSMAX (-8.88). HLMSX return over 5 years is better than : -8.54 vs. OSMAX (-36.97).
| HLMSX | OSMAX | HLMSX / OSMAX | |
| Total Expense Ratio | 1.30 | 1.42 | 92% |
| Annual Report Gross Expense Ratio | 1.45 | 1.42 | 102% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 7.713 | 6.113 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 2.39B | 7% |
| Annual Yield % from dividends | 1.10 | 1.36 | 81% |
| Returns for 1 year | 3.86 | -8.88 | -44% |
| Returns for 3 years | 14.33 | -8.23 | -174% |
| Returns for 5 years | -8.54 | -36.97 | 23% |
| Returns for 10 years | 50.87 | 3.57 | 1,424% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers