HLMSX | OSMCX | HLMSX / OSMCX | |
Total Expense Ratio | 1.31 | 2.13 | 62% |
Annual Report Gross Expense Ratio | 1.41 | 2.13 | 66% |
Fund Existence | 19 years | 28 years | - |
Gain YTD | 14.346 | 15.235 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 1000 | 500% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 270M | 3.5B | 8% |
Annual Yield % from dividends | 1.00 | 0.47 | 212% |
Returns for 1 year | 6.14 | -4.51 | -136% |
Returns for 3 years | 29.56 | 17.62 | 168% |
Returns for 5 years | 8.09 | -26.82 | -30% |
Returns for 10 years | 48.95 | 5.39 | 908% |