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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$50.14
Change-$2.23 (-4.26%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Growth I
Price$100.13
Change-$3.47 (-3.35%)
VolumeN/A
CapitalizationN/A
HLGEX vs RPTIX Comparison Chart
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HLGEX vs. RPTIX commentary
Dec 19, 2024
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 Hold and RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. HLGEX (12.2B). 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 : 13.63 vs. RPTIX (4.76). HLGEX return over 5 years is better than : 36.45 vs. RPTIX (9.64).
| 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 | 12.334 | 3.393 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 31.4B | 39% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 13.63 | 4.76 | 286% |
| Returns for 3 years | 3.29 | -8.55 | -39% |
| Returns for 5 years | 36.45 | 9.64 | 378% |
| Returns for 10 years | 85.50 | N/A | - |
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