Interact to see
Advertisement
Advertisement
HLGEX vs PMBMX
HLGEX vs PMBMX Comparison
Open Charts HLGEX vs PMBMX
JPMorgan Mid Cap Growth I
Price$50.90
Change-$0.65 (-1.26%)
VolumeN/A
Net Assets11.99B
HLGEX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLGEX vs. PMBMX commentary
Jun 16, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. HLGEX (12B). 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 : 9.71 vs. HLGEX (4.09). PMBMX return over 5 years is better than : 50.58 vs. HLGEX (23.97).
| 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 | 2.106 | 1.787 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 30.6B | 39% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 4.09 | 9.71 | 42% |
| Returns for 3 years | 41.08 | 47.38 | 87% |
| Returns for 5 years | 23.97 | 50.58 | 47% |
| Returns for 10 years | 62.72 | 83.54 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers