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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$54.93
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets12.95B
T. Rowe Price Mid-Cap Growth I
Price$103.30
Change+$0.59 (+0.57%)
VolumeN/A
Net Assets27.36B
HLGEX vs RPTIX Comparison Chart in %
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HLGEX vs. RPTIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.4B vs. HLGEX (13B). RPTIX pays higher dividends than HLGEX: RPTIX (0.05) vs HLGEX (0.00). HLGEX was incepted earlier than RPTIX: HLGEX (37 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 : 13.73 vs. RPTIX (-2.32). HLGEX return over 5 years is better than : 18.03 vs. RPTIX (3.58).
| HLGEX | RPTIX | HLGEX / RPTIX | |
| Total Expense Ratio | 0.84 | 0.63 | 133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.63 | 149% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 10.191 | 3.589 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 27.4B | 47% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | 13.73 | -2.32 | -593% |
| Returns for 3 years | 42.34 | 14.96 | 283% |
| Returns for 5 years | 18.03 | 3.58 | 503% |
| Returns for 10 years | 83.76 | 31.10 | 269% |
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