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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$47.29
Change+$0.70 (+1.50%)
VolumeN/A
Net Assets348.43M
MXXIX vs PEMGX Comparison Chart
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MXXIX vs. PEMGX commentary
Apr 12, 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: 27.7B vs. MXXIX (348M). 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 (0.95). MXXIX is a more actively managed with annual turnover of: 76.00 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 : 15.42 vs. PEMGX (4.45). MXXIX (65.62) and PEMGX (63.85) have equivalent 5 years return.
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | 1.39 | 0.95 | 146% |
| Annual Report Gross Expense Ratio | 1.39 | 0.95 | 146% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -2.983 | -3.543 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 27.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.42 | 4.45 | 347% |
| Returns for 3 years | 28.11 | 17.66 | 159% |
| Returns for 5 years | 65.62 | 63.85 | 103% |
| Returns for 10 years | 112.49 | 77.39 | 145% |
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