Interact to see
Advertisement
Advertisement
HLGEX vs PMBCX
HLGEX vs PMBCX Comparison
Open Charts HLGEX vs PMBCX
JPMorgan Mid Cap Growth I
Price$53.81
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.66B
HLGEX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLGEX vs. PMBCX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.6B vs. HLGEX (12.7B). HLGEX (0.00) and PMBCX (0.00) have matching dividends . HLGEX was incepted earlier than PMBCX: HLGEX (36 years) vs PMBCX (19 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). HLGEX annual gain was more profitable for investors over the last year : 10.09 vs. PMBCX (7.71). PMBCX return over 5 years is better than : 34.64 vs. HLGEX (14.84).
| 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 | 19 years | - |
| Gain YTD | 7.924 | 5.527 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.09 | 7.71 | 131% |
| Returns for 3 years | 24.74 | 25.26 | 98% |
| Returns for 5 years | 14.84 | 34.64 | 43% |
| Returns for 10 years | 70.08 | 69.44 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBJP | 84.15 | 1.31 | +1.58% |
| Xtrackers MSCI Japan Hedged Equity ETF | |||
| FLN | 20.00 | 0.05 | +0.25% |
| First Trust Latin America AlphaDEX® ETF | |||
| IHDG | 45.27 | 0.04 | +0.09% |
| WisdomTree Intl Hdgd Qual Div Gr ETF | |||
| EDGH | 26.47 | 0.01 | +0.04% |
| 3EDGE Dynamic Hard Assets ETF | |||
| TRFK | 61.71 | -0.37 | -0.60% |
| Pacer Data and Digital Revolution ETF | |||