MIDFX
Price
$63.56
Change
+$0.50 (+0.79%)
Updated
Oct 8 closing price
Net Assets
602.6M
PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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MIDFX vs PMBPX

Header iconMIDFX vs PMBPX Comparison
Open Charts MIDFX vs PMBPXBanner chart's image
Marsico Midcap Growth Focus Instl
Price$63.56
Change+$0.50 (+0.79%)
VolumeN/A
Net Assets602.6M
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
MIDFX vs PMBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. MIDFX (603M). PMBPX pays higher dividends than MIDFX: PMBPX (0.01) vs MIDFX (0.00). MIDFX was incepted earlier than PMBPX: MIDFX (4 years) vs PMBPX (25 years). MIDFX (1.15) is less costly to investors than PMBPX (0.83). MIDFX is a more actively managed with annual turnover of: 50.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MIDFX: PMBPX (0) vs MIDFX (100000). MIDFX annual gain was more profitable for investors over the last year : 28.93 vs. PMBPX (2.65).
MIDFXPMBPXMIDFX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.150.83139%
Fund Existence4 years25 years-
Gain YTD26.1204.740551%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets603M32.9B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year28.932.651,093%
Returns for 3 years105.8853.74197%
Returns for 5 yearsN/A38.96-
Returns for 10 yearsN/A107.97-
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