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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$53.35
Change+$0.68 (+1.29%)
VolumeN/A
Net Assets12.28B
T. Rowe Price Mid-Cap Growth I
Price$104.80
Change+$1.15 (+1.11%)
VolumeN/A
Net Assets30.9B
HLGEX vs RPTIX Comparison Chart
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HLGEX vs. RPTIX commentary
Jan 31, 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 StrongBuy and RPTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 30.9B vs. HLGEX (12.3B). RPTIX pays higher dividends than HLGEX: RPTIX (0.18) vs HLGEX (0.00). HLGEX was incepted earlier than RPTIX: HLGEX (36 years) vs RPTIX (9 years). HLGEX is a more actively managed with annual turnover of: 45.00 vs. RPTIX (21.70). 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 : 14.26 vs. RPTIX (4.61). HLGEX return over 5 years is better than : 34.72 vs. RPTIX (10.65).
| HLGEX | RPTIX | HLGEX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 9 years | - |
| Gain YTD | 7.021 | 4.758 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 30.9B | 40% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 14.26 | 4.61 | 309% |
| Returns for 3 years | 17.18 | 0.27 | 6,282% |
| Returns for 5 years | 34.72 | 10.65 | 326% |
| Returns for 10 years | 91.13 | N/A | - |
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