MXXIX
Price
$60.60
Change
+$0.03 (+0.05%)
Updated
Jul 18 closing price
Net Assets
532.58M
PMAQX
Price
$47.69
Change
+$0.06 (+0.13%)
Updated
Jul 18 closing price
Net Assets
32.44B
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MXXIX vs PMAQX

Header iconMXXIX vs PMAQX Comparison
Open Charts MXXIX vs PMAQXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$60.60
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets532.58M
Principal MidCap R6
Price$47.69
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets32.44B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX commentary
Jul 21, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.4B vs. MXXIX (533M). PMAQX pays higher dividends than MXXIX: PMAQX (0.19) vs MXXIX (0.00). MXXIX was incepted earlier than PMAQX: MXXIX (25 years) vs PMAQX (9 years). MXXIX (1.39) is less costly to investors than PMAQX (0.59). MXXIX is a more actively managed with annual turnover of: 50.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than MXXIX: PMAQX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 39.79 vs. PMAQX (12.52). MXXIX return over 5 years is better than : 62.47 vs. PMAQX (56.39).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence25 years9 years-
Gain YTD22.1536.856323%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets533M32.4B2%
Annual Yield % from dividends0.000.19-
Returns for 1 year39.7912.52318%
Returns for 3 years91.5348.39189%
Returns for 5 years62.4756.39111%
Returns for 10 years158.86N/A-
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