MXXIX
Price
$60.60
Change
+$0.03 (+0.05%)
Updated
Jul 18 closing price
Net Assets
532.58M
PEMGX
Price
$45.47
Change
+$0.06 (+0.13%)
Updated
Jul 18 closing price
Net Assets
32.44B
Interact to see
Advertisement

MXXIX vs PEMGX

Header iconMXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$60.60
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets532.58M
Principal MidCap A
Price$45.47
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets32.44B
MXXIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
MXXIXPEMGXMXXIX / PEMGX
Total Expense Ratio1.390.91153%
Annual Report Gross Expense Ratio1.390.91153%
Fund Existence25 years20 years-
Gain YTD22.1536.687331%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets533M32.4B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year39.7912.00332%
Returns for 3 years91.5346.35197%
Returns for 5 years62.4752.79118%
Returns for 10 years158.8698.68161%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KRMN55.74-0.56
-0.99%
Karman Holdings Inc
WVVIP3.25-0.04
-1.22%
Willamette Valley Vineyards
QMCO9.15-0.23
-2.45%
Quantum Corp
BB3.91-0.10
-2.49%
BlackBerry Limited
PKOH16.49-1.22
-6.89%
Park-Ohio Holdings Corp