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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
Jun 24, 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: 2.34B vs. HLMSX (176M). OSMAX pays higher dividends than HLMSX: OSMAX (1.41) vs HLMSX (1.11). 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 : 3.42 vs. OSMAX (-12.55). HLMSX return over 5 years is better than : -7.18 vs. OSMAX (-36.78).
| 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 | 5.455 | 0.282 | 1,936% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 2.34B | 8% |
| Annual Yield % from dividends | 1.11 | 1.41 | 79% |
| Returns for 1 year | 3.42 | -12.55 | -27% |
| Returns for 3 years | 16.06 | -11.16 | -144% |
| Returns for 5 years | -7.18 | -36.78 | 20% |
| Returns for 10 years | 55.61 | 5.38 | 1,035% |
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