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HLMSX vs OSMAX
HLMSX vs OSMAX Comparison
Open Charts HLMSX vs OSMAX
HLMSX vs OSMAX Comparison Chart in %
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HLMSX vs. OSMAX commentary
Jul 14, 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: 2.35B vs. HLMSX (171M). OSMAX pays higher dividends than HLMSX: OSMAX (1.43) vs HLMSX (1.13). 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 : -0.41 vs. OSMAX (-14.19). HLMSX return over 5 years is better than : -8.72 vs. OSMAX (-37.86).
| 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 | 2.000 | 273% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 2.35B | 7% |
| Annual Yield % from dividends | 1.13 | 1.43 | 79% |
| Returns for 1 year | -0.41 | -14.19 | 3% |
| Returns for 3 years | 11.11 | -12.93 | -86% |
| Returns for 5 years | -8.72 | -37.86 | 23% |
| Returns for 10 years | 50.44 | 3.66 | 1,377% |
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