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HLGEX vs VMGMX
HLGEX vs VMGMX Comparison
Open Charts HLGEX vs VMGMX
JPMorgan Mid Cap Growth I
Price$53.96
Change+$0.71 (+1.33%)
VolumeN/A
Net Assets12.71B
Vanguard Mid-Cap Growth Index Admiral
Price$123.46
Change+$1.28 (+1.05%)
VolumeN/A
Net Assets29.66B
HLGEX vs VMGMX Comparison Chart in %
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HLGEX vs. VMGMX commentary
Jul 06, 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 VMGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 29.7B vs. HLGEX (12.7B). VMGMX pays higher dividends than HLGEX: VMGMX (0.63) vs HLGEX (0.00). HLGEX was incepted earlier than VMGMX: HLGEX (36 years) vs VMGMX (14 years). HLGEX (0.94) is less costly to investors than VMGMX (0.07). HLGEX is a more actively managed with annual turnover of: 55.00 vs. VMGMX (21.00). VMGMX has a lower initial minimum investment than HLGEX: VMGMX (3000) vs HLGEX (1000000). VMGMX annual gain was more profitable for investors over the last year : 24.71 vs. HLGEX (8.64). VMGMX return over 5 years is better than : 71.99 vs. HLGEX (23.88).
| HLGEX | VMGMX | HLGEX / VMGMX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 8.245 | 13.050 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 29.7B | 43% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | 8.64 | 24.71 | 35% |
| Returns for 3 years | 45.29 | 61.86 | 73% |
| Returns for 5 years | 23.88 | 71.99 | 33% |
| Returns for 10 years | 73.27 | 173.28 | 42% |
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