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HLGEX vs PMBJX
HLGEX vs PMBJX Comparison
Open Charts HLGEX vs PMBJX
JPMorgan Mid Cap Growth I
Price$50.43
Change+$0.79 (+1.59%)
VolumeN/A
Net Assets11.7B
HLGEX vs PMBJX Comparison Chart
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HLGEX vs. PMBJX commentary
May 14, 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. HLGEX (11.7B). PMBJX pays higher dividends than HLGEX: PMBJX (0.06) vs HLGEX (0.00). HLGEX was incepted earlier than PMBJX: HLGEX (36 years) vs PMBJX (24 years). HLGEX (0.94) is less costly to investors than PMBJX (0.78). HLGEX is a more actively managed with annual turnover of: 55.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than HLGEX: PMBJX (1000) vs HLGEX (1000000). PMBJX annual gain was more profitable for investors over the last year : 11.19 vs. HLGEX (0.49). PMBJX return over 5 years is better than : 74.32 vs. HLGEX (30.05).
| HLGEX | PMBJX | HLGEX / PMBJX | |
| Total Expense Ratio | 0.84 | 0.78 | 108% |
| Annual Report Gross Expense Ratio | 0.94 | 0.78 | 121% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | -0.421 | 3.823 | -11% |
| 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 | 31B | 38% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 0.49 | 11.19 | 4% |
| Returns for 3 years | 29.00 | 41.37 | 70% |
| Returns for 5 years | 30.05 | 74.32 | 40% |
| Returns for 10 years | 61.06 | 90.93 | 67% |
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