MIDFX
Price
$60.00
Change
-$0.20 (-0.33%)
Updated
Nov 18 closing price
Net Assets
582.76M
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
Interact to see
Advertisement

MIDFX vs PMBJX

Header iconMIDFX vs PMBJX Comparison
Open Charts MIDFX vs PMBJXBanner chart's image
Marsico Midcap Growth Focus Instl
Price$60.00
Change-$0.20 (-0.33%)
VolumeN/A
Net Assets582.76M
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
MIDFX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. MIDFX (583M). PMBJX pays higher dividends than MIDFX: PMBJX (0.06) vs MIDFX (0.00). MIDFX was incepted earlier than PMBJX: MIDFX (4 years) vs PMBJX (25 years). MIDFX (1.15) is less costly to investors than PMBJX (0.78). MIDFX is a more actively managed with annual turnover of: 50.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than MIDFX: PMBJX (1000) vs MIDFX (100000). MIDFX annual gain was more profitable for investors over the last year : 13.74 vs. PMBJX (-6.53).
MIDFXPMBJXMIDFX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.150.78147%
Fund Existence4 years25 years-
Gain YTD20.400-0.564-3,620%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets583M30.9B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year13.74-6.53-210%
Returns for 3 years82.5932.39255%
Returns for 5 yearsN/A24.63-
Returns for 10 yearsN/A89.12-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LDSF19.140.01
+0.05%
First Trust Low Dur Strat Foc ETF
PSFM31.21N/A
N/A
Pacer Swan SOS Flex (April) ETF
JEMB53.62-0.08
-0.16%
Janus Henderson Em Mkts Dbt Hrd Ccy ETF
PPA149.01-0.58
-0.39%
Invesco Aerospace & Defense ETF
LGH59.59-0.67
-1.11%
HCM Defender 500 Index ETF