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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$60.60
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets532.58M
MXXIX vs PEMGX Comparison Chart in %
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MXXIX vs. PEMGX commentary
Jul 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MXXIX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.4B vs. MXXIX (533M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (25 years) vs PEMGX (20 years). MXXIX (1.39) is less costly to investors than PEMGX (0.91). MXXIX is a more actively managed with annual turnover of: 50.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than MXXIX: PEMGX (1000) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 39.79 vs. PEMGX (12.00). MXXIX return over 5 years is better than : 62.47 vs. PEMGX (52.79).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | 1.39 | 0.91 | 153% |
| Annual Report Gross Expense Ratio | 1.39 | 0.91 | 153% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 22.153 | 6.687 | 331% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 32.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 39.79 | 12.00 | 332% |
| Returns for 3 years | 91.53 | 46.35 | 197% |
| Returns for 5 years | 62.47 | 52.79 | 118% |
| Returns for 10 years | 158.86 | 98.68 | 161% |
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