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HLMSX vs OSMCX
HLMSX vs OSMCX Comparison
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HLMSX vs OSMCX Comparison Chart in %
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HLMSX vs. OSMCX commentary
Sep 21, 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 Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.33B vs. HLMSX (175M). HLMSX pays higher dividends than OSMCX: HLMSX (1.06) vs OSMCX (0.79). HLMSX was incepted earlier than OSMCX: HLMSX (20 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 : 2.71 vs. OSMCX (-15.05). HLMSX return over 5 years is better than : -11.02 vs. OSMCX (-45.04).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| Total Expense Ratio | 1.30 | 2.18 | 60% |
| Annual Report Gross Expense Ratio | 1.45 | 2.18 | 67% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 9.477 | 6.777 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 2.33B | 8% |
| Annual Yield % from dividends | 1.06 | 0.79 | 135% |
| Returns for 1 year | 2.71 | -15.05 | -18% |
| Returns for 3 years | 22.43 | -6.64 | -338% |
| Returns for 5 years | -11.02 | -45.04 | 24% |
| Returns for 10 years | 53.12 | -12.11 | -439% |
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