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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
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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.34B vs. HLMSX (176M). HLMSX pays higher dividends than OSMCX: HLMSX (1.11) vs OSMCX (0.84). 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 : 3.42 vs. OSMCX (-18.50). HLMSX return over 5 years is better than : -7.18 vs. OSMCX (-44.84).
| 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 | 5.455 | -2.109 | -259% |
| Front Load | N/A | N/A | - |
| 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 | 0.84 | 132% |
| Returns for 1 year | 3.42 | -18.50 | -19% |
| Returns for 3 years | 16.06 | -19.21 | -84% |
| Returns for 5 years | -7.18 | -44.84 | 16% |
| Returns for 10 years | 55.61 | -12.75 | -436% |
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