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HLMSX vs OSMNX
HLMSX vs OSMNX Comparison
Open Charts HLMSX vs OSMNX
HLMSX vs OSMNX Comparison Chart in %
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HLMSX vs. OSMNX 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 OSMNX is a Hold.
FUNDAMENTALS
Fundamentals
OSMNX has more cash in the bank: 2.35B vs. HLMSX (171M). OSMNX pays higher dividends than HLMSX: OSMNX (1.28) vs HLMSX (1.13). HLMSX was incepted earlier than OSMNX: HLMSX (19 years) vs OSMNX (25 years). OSMNX (1.68) is less costly to investors than HLMSX (1.45). OSMNX is a more actively managed with annual turnover of: 52.00 vs. HLMSX (31.00). OSMNX has a lower initial minimum investment than HLMSX: OSMNX (1000) vs HLMSX (5000). HLMSX annual gain was more profitable for investors over the last year : -0.41 vs. OSMNX (-15.85). HLMSX return over 5 years is better than : -8.72 vs. OSMNX (-40.63).
| HLMSX | OSMNX | HLMSX / OSMNX | |
| Total Expense Ratio | 1.30 | 1.68 | 77% |
| Annual Report Gross Expense Ratio | 1.45 | 1.68 | 86% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.455 | 1.843 | 296% |
| 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 | 1.28 | 88% |
| Returns for 1 year | -0.41 | -15.85 | 3% |
| Returns for 3 years | 11.11 | -15.75 | -71% |
| Returns for 5 years | -8.72 | -40.63 | 21% |
| Returns for 10 years | 50.44 | -3.50 | -1,440% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CALF | 52.11 | 0.36 | +0.69% |
| Pacer US Small Cap Cash Cows 100 ETF | |||
| PGZ | 10.35 | 0.07 | +0.63% |
| PRINCIPAL REAL ESTATE Income FUND | |||
| AFSC | 38.19 | N/A | N/A |
| abrdn Focused U.S. Small Cap Active ETF | |||
| PRIV | 24.85 | -0.10 | -0.40% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| EAD | 6.40 | -0.03 | -0.47% |
| Allspring Income Opportunities Fund | |||