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HLGEX vs PMBMX
HLGEX vs PMBMX Comparison
Open Charts HLGEX vs PMBMX
JPMorgan Mid Cap Growth I
Price$53.96
Change+$0.71 (+1.33%)
VolumeN/A
Net Assets12.71B
HLGEX vs PMBMX Comparison Chart in %
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HLGEX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. HLGEX (12.7B). 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). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. HLGEX (8.64). PMBMX return over 5 years is better than : 55.71 vs. HLGEX (23.88).
| 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 | 8.245 | 6.854 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 32.3B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 8.64 | 14.80 | 58% |
| Returns for 3 years | 45.29 | 50.19 | 90% |
| Returns for 5 years | 23.88 | 55.71 | 43% |
| Returns for 10 years | 73.27 | 94.74 | 77% |
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