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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$46.49
Change+$0.89 (+1.95%)
VolumeN/A
Net Assets10.72B
T. Rowe Price Mid-Cap Growth I
Price$94.13
Change+$1.01 (+1.08%)
VolumeN/A
Net Assets27.39B
HLGEX vs RPTIX Comparison Chart
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HLGEX vs. RPTIX commentary
Apr 04, 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 RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.4B vs. HLGEX (10.7B). RPTIX pays higher dividends than HLGEX: RPTIX (0.06) vs HLGEX (0.00). HLGEX was incepted earlier than RPTIX: HLGEX (36 years) vs RPTIX (10 years). HLGEX (0.94) is less costly to investors than RPTIX (0.63). HLGEX is a more actively managed with annual turnover of: 55.00 vs. RPTIX (22.60). RPTIX has a lower initial minimum investment than HLGEX: RPTIX (500000) vs HLGEX (1000000). HLGEX annual gain was more profitable for investors over the last year : -9.79 vs. RPTIX (-13.02). HLGEX return over 5 years is better than : 47.56 vs. RPTIX (33.50).
| HLGEX | RPTIX | HLGEX / RPTIX | |
| Total Expense Ratio | 0.84 | 0.63 | 133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.63 | 149% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | -8.526 | -6.917 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 27.4B | 39% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -9.79 | -13.02 | 75% |
| Returns for 3 years | -1.83 | -10.68 | 17% |
| Returns for 5 years | 47.56 | 33.50 | 142% |
| Returns for 10 years | 53.11 | N/A | - |
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