Interact to see
Advertisement
Advertisement
MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$60.91
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets570.98M
MXXIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXXIX vs. PEMGX commentary
Aug 16, 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: 32.6B vs. MXXIX (571M). 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 : 36.95 vs. PEMGX (9.28). MXXIX return over 5 years is better than : 59.72 vs. PEMGX (44.50).
| 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 | 23.725 | 6.054 | 392% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 32.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 36.95 | 9.28 | 398% |
| Returns for 3 years | 76.33 | 30.56 | 250% |
| Returns for 5 years | 59.72 | 44.50 | 134% |
| Returns for 10 years | 169.45 | 93.96 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGNG | 29.50 | 0.12 | +0.41% |
| Capital Group New Geography Equity ETF | |||
| DIVS | 30.80 | -0.05 | -0.16% |
| SmartETFs Dividend Builder ETF | |||
| IWV | 365.59 | -0.68 | -0.19% |
| iShares Russell 3000 ETF | |||
| POWA | 89.02 | -0.21 | -0.23% |
| Invesco Bloomberg Pricing Power ETF | |||
| CDC | 65.56 | -0.22 | -0.33% |
| VictoryShares US EQ Inc Enh Vol Wtd ETF | |||