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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$55.43
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets12.76B
T. Rowe Price Mid-Cap Growth I
Price$103.41
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets25.9B
HLGEX vs RPTIX Comparison Chart in %
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HLGEX vs. RPTIX commentary
Nov 14, 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 RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 25.9B vs. HLGEX (12.8B). RPTIX pays higher dividends than HLGEX: RPTIX (0.05) vs HLGEX (0.00). HLGEX was incepted earlier than RPTIX: HLGEX (37 years) vs RPTIX (10 years). HLGEX (0.94) is less costly to investors than RPTIX (0.63). HLGEX is a more actively managed with annual turnover of: 67.00 vs. RPTIX (22.60). RPTIX has a lower initial minimum investment than HLGEX: RPTIX (500000) vs HLGEX (1000000). HLGEX annual gain was more profitable for investors over the last year : -0.16 vs. RPTIX (-8.70). HLGEX return over 5 years is better than : 7.16 vs. RPTIX (-6.04).
| HLGEX | RPTIX | HLGEX / RPTIX | |
| Total Expense Ratio | 0.84 | 0.63 | 133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.63 | 149% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 11.194 | 3.369 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 25.9B | 49% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | -0.16 | -8.70 | 2% |
| Returns for 3 years | 40.08 | 10.44 | 384% |
| Returns for 5 years | 7.16 | -6.04 | -119% |
| Returns for 10 years | 95.92 | 31.48 | 305% |
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