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HLGEX vs PMBCX
HLGEX vs PMBCX Comparison
Open Charts HLGEX vs PMBCX
JPMorgan Mid Cap Growth I
Price$49.54
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets11.71B
HLGEX vs PMBCX Comparison Chart
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HLGEX vs. PMBCX commentary
May 24, 2025
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 HLGEX is a Buy and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.5B vs. HLGEX (11.7B). HLGEX (0.00) and PMBCX (0.00) have matching dividends . HLGEX was incepted earlier than PMBCX: HLGEX (36 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than HLGEX (0.94). HLGEX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than HLGEX: PMBCX (1000) vs HLGEX (1000000). PMBCX annual gain was more profitable for investors over the last year : 6.83 vs. HLGEX (0.06). PMBCX return over 5 years is better than : 49.49 vs. HLGEX (22.95).
| HLGEX | PMBCX | HLGEX / PMBCX | |
| Total Expense Ratio | 0.84 | 1.75 | 48% |
| Annual Report Gross Expense Ratio | 0.94 | 1.75 | 54% |
| Fund Existence | 36 years | 18 years | - |
| Gain YTD | -0.381 | 0.684 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 30.5B | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.06 | 6.83 | 1% |
| Returns for 3 years | 33.64 | 34.58 | 97% |
| Returns for 5 years | 22.95 | 49.49 | 46% |
| Returns for 10 years | 61.43 | 63.38 | 97% |
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