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HLGEX vs VMGMX
HLGEX vs VMGMX Comparison
Open Charts HLGEX vs VMGMX
JPMorgan Mid Cap Growth I
Price$50.90
Change-$0.65 (-1.26%)
VolumeN/A
Net Assets11.99B
Vanguard Mid-Cap Growth Index Admiral
Price$116.24
Change-$1.35 (-1.15%)
VolumeN/A
Net Assets29.66B
HLGEX vs VMGMX Comparison Chart
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HLGEX vs. VMGMX commentary
Jun 15, 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 Hold and VMGMX is a Buy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 29.7B vs. HLGEX (12B). VMGMX pays higher dividends than HLGEX: VMGMX (0.65) 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 : 16.87 vs. HLGEX (3.10). VMGMX return over 5 years is better than : 70.11 vs. HLGEX (23.97).
| 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 | 2.106 | 6.409 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 29.7B | 40% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 3.10 | 16.87 | 18% |
| Returns for 3 years | 41.08 | 56.95 | 72% |
| Returns for 5 years | 23.97 | 70.11 | 34% |
| Returns for 10 years | 62.72 | 153.84 | 41% |
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