HLMSX | OSMCX | HLMSX / OSMCX | |
Total Expense Ratio | 1.31 | 2.13 | 62% |
Annual Report Gross Expense Ratio | 1.41 | 2.13 | 66% |
Fund Existence | 19 years | 28 years | - |
Gain YTD | 17.629 | 17.407 | 101% |
Front Load | N/A | N/A | - |
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 | 0.47 | 212% |
Returns for 1 year | 6.86 | -3.64 | -189% |
Returns for 3 years | 36.31 | 22.33 | 163% |
Returns for 5 years | 12.26 | -24.47 | -50% |
Returns for 10 years | 53.45 | 8.14 | 657% |