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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$52.16
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets386.25M
MXXIX vs PEMGX Comparison Chart
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MXXIX vs. PEMGX commentary
Jan 19, 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: 29.3B vs. MXXIX (386M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (25 years) vs PEMGX (20 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 : 37.48 vs. PEMGX (19.41). MXXIX return over 5 years is better than : 48.94 vs. PEMGX (38.39).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 5.140 | 2.182 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 29.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 37.48 | 19.41 | 193% |
| Returns for 3 years | 29.24 | 18.89 | 155% |
| Returns for 5 years | 48.94 | 38.39 | 128% |
| Returns for 10 years | 145.69 | 106.57 | 137% |