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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$59.39
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets582.76M
MXXIX vs PEMGX Comparison Chart in %
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MXXIX vs. PEMGX commentary
Nov 20, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. MXXIX (583M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (26 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 : 13.42 vs. PEMGX (-6.54). MXXIX return over 5 years is better than : 32.95 vs. PEMGX (24.68).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | 1.39 | 0.91 | 153% |
| Annual Report Gross Expense Ratio | 1.39 | 0.91 | 153% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 20.137 | -0.680 | -2,959% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 30.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.42 | -6.54 | -205% |
| Returns for 3 years | 81.21 | 32.28 | 252% |
| Returns for 5 years | 32.95 | 24.68 | 133% |
| Returns for 10 years | 170.54 | 89.67 | 190% |
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