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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
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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.35B vs. HLMSX (171M). HLMSX pays higher dividends than OSMCX: HLMSX (1.13) vs OSMCX (0.85). 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 : -0.41 vs. OSMCX (-17.74). HLMSX return over 5 years is better than : -8.72 vs. OSMCX (-44.04).
| HLMSX | OSMCX | HLMSX / OSMCX | |
| Total Expense Ratio | 1.30 | 2.18 | 60% |
| Annual Report Gross Expense Ratio | 1.45 | 2.18 | 67% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 5.455 | 1.591 | 343% |
| Front Load | N/A | N/A | - |
| 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 | 0.85 | 133% |
| Returns for 1 year | -0.41 | -17.74 | 2% |
| Returns for 3 years | 11.11 | -19.16 | -58% |
| Returns for 5 years | -8.72 | -44.04 | 20% |
| Returns for 10 years | 50.44 | -12.39 | -407% |
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