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HLGEX vs PMBMX
HLGEX vs PMBMX Comparison
Open Charts HLGEX vs PMBMX
JPMorgan Mid Cap Growth I
Price$54.74
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets12.87B
HLGEX vs PMBMX Comparison Chart in %
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HLGEX vs. PMBMX commentary
Jul 29, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. HLGEX (12.9B). PMBMX pays higher dividends than HLGEX: PMBMX (0.02) vs HLGEX (0.00). HLGEX was incepted earlier than PMBMX: HLGEX (36 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than HLGEX (0.94). HLGEX is a more actively managed with annual turnover of: 55.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than HLGEX: PMBMX (0) vs HLGEX (1000000). HLGEX (13.21) and PMBMX (13.04) have marching annual gain over last year. PMBMX return over 5 years is better than : 52.44 vs. HLGEX (21.88).
| HLGEX | PMBMX | HLGEX / PMBMX | |
| Total Expense Ratio | 0.84 | 1.14 | 74% |
| Annual Report Gross Expense Ratio | 0.94 | 1.14 | 82% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 9.850 | 8.421 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 33.2B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 13.21 | 13.04 | 101% |
| Returns for 3 years | 43.01 | 47.27 | 91% |
| Returns for 5 years | 21.88 | 52.44 | 42% |
| Returns for 10 years | 74.33 | 97.42 | 76% |
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