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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
Open Charts HLMSX vs OSMCX
HLMSX vs OSMCX Comparison Chart in %
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HLMSX vs. OSMCX 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 OSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.39B vs. HLMSX (174M). HLMSX pays higher dividends than OSMCX: HLMSX (1.10) vs OSMCX (0.81). HLMSX was incepted earlier than OSMCX: HLMSX (19 years) vs OSMCX (29 years). OSMCX (2.18) is less costly to investors than HLMSX (1.45). OSMCX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). OSMCX has a lower initial minimum investment than HLMSX: OSMCX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : 3.86 vs. OSMCX (-12.65). HLMSX return over 5 years is better than : -8.54 vs. OSMCX (-43.24).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| Total Expense Ratio | 1.30 | 2.18 | 60% |
| Annual Report Gross Expense Ratio | 1.45 | 2.18 | 67% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 7.713 | 5.636 | 137% |
| Front Load | N/A | N/A | - |
| 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 | 0.81 | 136% |
| Returns for 1 year | 3.86 | -12.65 | -31% |
| Returns for 3 years | 14.33 | -14.83 | -97% |
| Returns for 5 years | -8.54 | -43.24 | 20% |
| Returns for 10 years | 50.87 | -12.49 | -407% |
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