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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$51.52
Change-$1.79 (-3.36%)
VolumeN/A
Net Assets396.18M
MXXIX vs PEMGX Comparison Chart
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MXXIX vs. PEMGX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. MXXIX (396M). 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 : 26.68 vs. PEMGX (12.29). MXXIX return over 5 years is better than : 44.92 vs. PEMGX (34.02).
| 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 | 3.850 | 1.854 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.68 | 12.29 | 217% |
| Returns for 3 years | 34.27 | 27.30 | 126% |
| Returns for 5 years | 44.92 | 34.02 | 132% |
| Returns for 10 years | 127.96 | 89.11 | 144% |
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