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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$51.83
Change-$2.46 (-4.53%)
VolumeN/A
CapitalizationN/A
MXXIX vs PEMGX Comparison Chart
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MXXIX vs. PEMGX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. MXXIX (384M). 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 : 42.98 vs. PEMGX (21.23). MXXIX return over 5 years is better than : 62.54 vs. PEMGX (47.22).
| 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 | 42.718 | 20.071 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 29.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 42.98 | 21.23 | 202% |
| Returns for 3 years | 21.13 | 13.84 | 153% |
| Returns for 5 years | 62.54 | 47.22 | 132% |
| Returns for 10 years | 149.04 | 104.40 | 143% |
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