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HLGEX vs PMBCX
HLGEX vs PMBCX Comparison
Open Charts HLGEX vs PMBCX
JPMorgan Mid Cap Growth I
Price$50.90
Change-$0.65 (-1.26%)
VolumeN/A
Net Assets11.99B
HLGEX vs PMBCX Comparison Chart
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HLGEX vs. PMBCX commentary
Jun 15, 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 Hold and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. HLGEX (12B). 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 : 8.56 vs. HLGEX (3.10). PMBCX return over 5 years is better than : 42.73 vs. HLGEX (23.97).
| 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 | 2.106 | 1.538 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.10 | 8.56 | 36% |
| Returns for 3 years | 41.08 | 42.85 | 96% |
| Returns for 5 years | 23.97 | 42.73 | 56% |
| Returns for 10 years | 62.72 | 65.54 | 96% |
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