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HLGEX vs VMGMX
HLGEX vs VMGMX Comparison
Open Charts HLGEX vs VMGMX
JPMorgan Mid Cap Growth I
Price$46.49
Change+$0.89 (+1.95%)
VolumeN/A
Net Assets10.72B
Vanguard Mid-Cap Growth Index Admiral
Price$107.34
Change+$1.36 (+1.28%)
VolumeN/A
Net Assets28.72B
HLGEX vs VMGMX Comparison Chart
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HLGEX vs. VMGMX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 28.7B vs. HLGEX (10.7B). VMGMX pays higher dividends than HLGEX: VMGMX (0.71) 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 (14.00). 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 : 6.28 vs. HLGEX (-9.79). VMGMX return over 5 years is better than : 104.77 vs. HLGEX (47.56).
| 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 | -8.526 | -2.984 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 28.7B | 37% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | -9.79 | 6.28 | -156% |
| Returns for 3 years | -1.83 | 10.13 | -18% |
| Returns for 5 years | 47.56 | 104.77 | 45% |
| Returns for 10 years | 53.11 | 131.89 | 40% |
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