HLGEX
Price
$53.96
Change
+$0.71 (+1.33%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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HLGEX vs PMBMX

Header iconHLGEX vs PMBMX Comparison
Open Charts HLGEX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth I
Price$53.96
Change+$0.71 (+1.33%)
VolumeN/A
Net Assets12.71B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
HLGEX vs PMBMX Comparison Chart in %
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HLGEX vs. PMBMX commentary
Jul 06, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. HLGEX (12.7B). PMBMX pays higher dividends than HLGEX: PMBMX (0.02) vs HLGEX (0.00). HLGEX was incepted earlier than PMBMX: HLGEX (36 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than HLGEX (0.94). HLGEX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than HLGEX: PMBMX (0) vs HLGEX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. HLGEX (8.64). PMBMX return over 5 years is better than : 55.71 vs. HLGEX (23.88).
HLGEXPMBMXHLGEX / PMBMX
Total Expense Ratio0.841.1474%
Annual Report Gross Expense Ratio0.941.1482%
Fund Existence36 years25 years-
Gain YTD8.2456.854120%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.6414.8058%
Returns for 3 years45.2950.1990%
Returns for 5 years23.8855.7143%
Returns for 10 years73.2794.7477%
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