HLGEX
Price
$54.74
Change
-$0.02 (-0.04%)
Updated
Jul 28 closing price
Net Assets
12.87B
PMBMX
Price
$44.07
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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HLGEX vs PMBMX

Header iconHLGEX vs PMBMX Comparison
Open Charts HLGEX vs PMBMXBanner chart's image
JPMorgan Mid Cap Growth I
Price$54.74
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets12.87B
Principal MidCap R3
Price$44.07
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
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.

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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).
HLGEXPMBMXHLGEX / PMBMX
Total Expense Ratio0.841.1474%
Annual Report Gross Expense Ratio0.941.1482%
Fund Existence36 years25 years-
Gain YTD9.8508.421117%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B33.2B39%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.2113.04101%
Returns for 3 years43.0147.2791%
Returns for 5 years21.8852.4442%
Returns for 10 years74.3397.4276%
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