HLGEX
Price
$53.81
Change
+$0.01 (+0.02%)
Updated
Aug 15 closing price
Net Assets
12.66B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
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HLGEX vs PMBJX

Header iconHLGEX vs PMBJX Comparison
Open Charts HLGEX vs PMBJXBanner chart's image
JPMorgan Mid Cap Growth I
Price$53.81
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets12.66B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.57B
HLGEX vs PMBJX Comparison Chart in %
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HLGEX vs. PMBJX 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.6B vs. HLGEX (12.7B). 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). HLGEX annual gain was more profitable for investors over the last year : 10.09 vs. PMBJX (9.29). PMBJX return over 5 years is better than : 44.49 vs. HLGEX (14.84).
HLGEXPMBJXHLGEX / PMBJX
Total Expense Ratio0.840.78108%
Annual Report Gross Expense Ratio0.940.78121%
Fund Existence36 years24 years-
Gain YTD7.9246.150129%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.6B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.099.29109%
Returns for 3 years24.7430.6481%
Returns for 5 years14.8444.4933%
Returns for 10 years70.0893.4875%
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