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HLGEX vs RPTIX
HLGEX vs RPTIX Comparison
Open Charts HLGEX vs RPTIX
JPMorgan Mid Cap Growth I
Price$49.34
Change-$6.93 (-12.32%)
VolumeN/A
Net Assets12.13B
T. Rowe Price Mid-Cap Growth I
Price$97.47
Change-$5.71 (-5.53%)
VolumeN/A
Net Assets25.1B
HLGEX vs RPTIX Comparison Chart in %
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HLGEX vs. RPTIX commentary
Feb 04, 2026
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 RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 25.1B vs. HLGEX (12.1B). RPTIX pays higher dividends than HLGEX: RPTIX (0.11) vs HLGEX (0.00). HLGEX was incepted earlier than RPTIX: HLGEX (37 years) vs RPTIX (10 years). HLGEX (0.96) 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). RPTIX annual gain was more profitable for investors over the last year : -5.74 vs. HLGEX (-6.43). HLGEX return over 5 years is better than : -8.43 vs. RPTIX (-16.18).
| HLGEX | RPTIX | HLGEX / RPTIX | |
| Total Expense Ratio | 0.84 | 0.63 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.63 | 152% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | -0.524 | -0.123 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 25.1B | 48% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | -6.43 | -5.74 | 112% |
| Returns for 3 years | 18.75 | 0.30 | 6,175% |
| Returns for 5 years | -8.43 | -16.18 | 52% |
| Returns for 10 years | 114.39 | 52.29 | 219% |
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