JPMorgan Mid Cap Growth Fund (HLGEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HLGEX
HLGEX charges 0.89% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among HLGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | HLGEX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | HLGEX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | HLGEX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HLGEX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HLGEX vs VMGMX |
Best Risk-Adjusted Alternatives to HLGEX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | HLGEX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | HLGEX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | HLGEX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | HLGEX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | HLGEX vs BFGIX |
Top Performing HLGEX Alternatives (YTD)
HLGEX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | HLGEX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | HLGEX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | HLGEX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | HLGEX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | HLGEX vs NEEGX |
Lowest Volatility Alternatives to HLGEX
HLGEX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | HLGEX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | HLGEX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | HLGEX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | HLGEX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | HLGEX vs VSNGX |
Lowest Drawdown Alternatives to HLGEX
HLGEX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | HLGEX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | HLGEX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | HLGEX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | HLGEX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | HLGEX vs VLEQX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | HLGEX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | HLGEX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | HLGEX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | HLGEX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | HLGEX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | HLGEX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | HLGEX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | HLGEX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | HLGEX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | HLGEX vs VHIAX |
Often Compared With HLGEX
What investors most often compare with HLGEX, 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.