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HLGEX vs VMGIX
HLGEX vs VMGIX Comparison
Open Charts HLGEX vs VMGIX
JPMorgan Mid Cap Growth I
Price$50.43
Change+$0.79 (+1.59%)
VolumeN/A
Net Assets11.7B
Vanguard Mid-Cap Growth Index Investor
Price$105.39
Change+$1.32 (+1.27%)
VolumeN/A
Net Assets27.44B
HLGEX vs VMGIX Comparison Chart
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HLGEX vs. VMGIX commentary
May 14, 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 VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 27.4B vs. HLGEX (11.7B). VMGIX pays higher dividends than HLGEX: VMGIX (0.58) vs HLGEX (0.00). HLGEX was incepted earlier than VMGIX: HLGEX (36 years) vs VMGIX (19 years). HLGEX (0.94) is less costly to investors than VMGIX (0.19). HLGEX is a more actively managed with annual turnover of: 55.00 vs. VMGIX (21.00). VMGIX has a lower initial minimum investment than HLGEX: VMGIX (3000) vs HLGEX (1000000). VMGIX annual gain was more profitable for investors over the last year : 15.31 vs. HLGEX (0.49). VMGIX return over 5 years is better than : 80.12 vs. HLGEX (30.05).
| HLGEX | VMGIX | HLGEX / VMGIX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 36 years | 19 years | - |
| Gain YTD | -0.421 | 4.271 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 27.4B | 43% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.49 | 15.31 | 3% |
| Returns for 3 years | 29.00 | 41.98 | 69% |
| Returns for 5 years | 30.05 | 80.12 | 38% |
| Returns for 10 years | 61.06 | 146.37 | 42% |
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