JPMorgan Mid Cap Growth Fund (HLGEX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HLGEX
HLGEX charges 0.89% annually. There are 65 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | HLGEX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HLGEX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HLGEX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | HLGEX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HLGEX vs VMFGX |
Best Risk-Adjusted Alternatives to HLGEX
HLGEX has a PortfoliosLab risk / return rank of 7. There are 105 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | HLGEX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | HLGEX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 79 | — | Jun 1998 | HLGEX vs MGOYX | |
| USAA Extended Market Index Fund | 72 | — | Oct 2000 | HLGEX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 70 | — | Oct 2000 | HLGEX vs TAAGX |
Top Performing HLGEX Alternatives (YTD)
HLGEX is at 4.17% YTD. There are 110 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.99% | — | Dec 2016 | HLGEX vs NEEIX | |
| Needham Growth Fund | 38.66% | — | Jan 1996 | HLGEX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 35.00% | — | May 2007 | HLGEX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 27.71% | — | Oct 2000 | HLGEX vs TAAGX | |
| Kinetics Paradigm Fund | 23.83% | — | Dec 1999 | HLGEX vs WWNPX |
Lowest Volatility Alternatives to HLGEX
HLGEX has 19.02% 1-year volatility. There are 88 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 9.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 9.75% | — | May 2021 | HLGEX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.42% | — | May 2010 | HLGEX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | HLGEX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.63% | — | Jul 1997 | HLGEX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.66% | — | Jul 1996 | HLGEX vs PMEGX |
Lowest Drawdown Alternatives to HLGEX
HLGEX has a 1-year max drawdown of -14.19%. There are 76 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | HLGEX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | HLGEX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HLGEX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HLGEX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | HLGEX vs FAMVX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With HLGEX
Investors most often compare HLGEX with BRMKX, RTYS.L, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare HLGEX with Any Fund or Stock
Compare HLGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLGEX with funds that move differently
JPMorgan Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLGEX.
Explore HLGEX Diversifiers