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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$59.44
Change+$0.97 (+1.66%)
VolumeN/A
Net Assets491.61M
MXXIX vs PEMGX Comparison Chart in %
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MXXIX vs. PEMGX commentary
Jul 01, 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: 31.5B vs. MXXIX (492M). 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 : 34.97 vs. PEMGX (13.16). MXXIX return over 5 years is better than : 61.43 vs. PEMGX (56.24).
| 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 | 17.859 | 5.138 | 348% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 31.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 34.97 | 13.16 | 266% |
| Returns for 3 years | 91.20 | 49.07 | 186% |
| Returns for 5 years | 61.43 | 56.24 | 109% |
| Returns for 10 years | 157.24 | 97.17 | 162% |
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