MIDFX
Price
$62.68
Change
-$0.10 (-0.16%)
Updated
Sep 17 closing price
Net Assets
592.75M
PMBPX
Price
$46.36
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
Interact to see
Advertisement

MIDFX vs PMBPX

Header iconMIDFX vs PMBPX Comparison
Open Charts MIDFX vs PMBPXBanner chart's image
Marsico Midcap Growth Focus Instl
Price$62.68
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets592.75M
Principal MidCap R5
Price$46.36
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
MIDFX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. MIDFX (593M). 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 : 33.23 vs. PMBPX (6.05).
MIDFXPMBPXMIDFX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.150.83139%
Fund Existence4 years25 years-
Gain YTD25.5606.949368%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets593M33.2B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year33.236.05549%
Returns for 3 years99.4347.94207%
Returns for 5 yearsN/A48.61-
Returns for 10 yearsN/A114.30-
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 %
JAAA50.680.01
+0.02%
Janus Henderson AAA CLO ETF
XNAV77.06N/A
N/A
FundX Aggressive ETF
IGA9.96-0.01
-0.10%
Voya Global Advantage AND Premium Opportunity Fund
BGRN48.23-0.07
-0.15%
iShares USD Green Bond ETF
LGOV21.93-0.06
-0.27%
First Trust Long Duration Opp ETF