HLGEX
Price
$53.96
Change
+$0.71 (+1.33%)
Updated
Jul 3 closing price
Net Assets
12.71B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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HLGEX vs PMBCX

Header iconHLGEX vs PMBCX Comparison
Open Charts HLGEX vs PMBCXBanner chart's image
JPMorgan Mid Cap Growth I
Price$53.96
Change+$0.71 (+1.33%)
VolumeN/A
Net Assets12.71B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
HLGEX vs PMBCX Comparison Chart in %
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HLGEX vs. PMBCX commentary
Jul 07, 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. HLGEX (12.7B). HLGEX (0.00) and PMBCX (0.00) have matching dividends . HLGEX was incepted earlier than PMBCX: HLGEX (36 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than HLGEX (0.94). HLGEX is a more actively managed with annual turnover of: 55.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than HLGEX: PMBCX (1000) vs HLGEX (1000000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. HLGEX (8.64). PMBCX return over 5 years is better than : 47.59 vs. HLGEX (23.88).
HLGEXPMBCXHLGEX / PMBCX
Total Expense Ratio0.841.7548%
Annual Report Gross Expense Ratio0.941.7554%
Fund Existence36 years18 years-
Gain YTD8.2456.553126%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B32.3B39%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.6413.5764%
Returns for 3 years45.2945.5899%
Returns for 5 years23.8847.5950%
Returns for 10 years73.2775.6797%
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