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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$52.50
Change-$0.52 (-0.98%)
VolumeN/A
CapitalizationN/A
MXXIX vs PEMGX Comparison Chart
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MXXIX vs. PEMGX commentary
Nov 18, 2024
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: 29.3B vs. MXXIX (365M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (25 years) vs PEMGX (19 years). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PEMGX (10.10). 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 : 46.98 vs. PEMGX (28.88). MXXIX return over 5 years is better than : 55.37 vs. PEMGX (47.78).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 38.013 | 22.985 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 29.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 46.98 | 28.88 | 163% |
| Returns for 3 years | 6.92 | 2.40 | 288% |
| Returns for 5 years | 55.37 | 47.78 | 116% |
| Returns for 10 years | 145.33 | 102.98 | 141% |
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