MXXIX
Price
$52.16
Change
+$0.50 (+0.97%)
Updated
Jan 17 closing price
Net Assets
386.25M
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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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$52.16
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets386.25M
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
MXXIX vs PMAQX Comparison Chart
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MXXIX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B vs. MXXIX (386M). PMAQX pays higher dividends than MXXIX: PMAQX (0.10) vs MXXIX (0.00). MXXIX was incepted earlier than PMAQX: MXXIX (25 years) vs PMAQX (8 years). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PMAQX (10.10). 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 : 37.48 vs. PMAQX (19.22). MXXIX return over 5 years is better than : 48.94 vs. PMAQX (40.84).
MXXIXPMAQXMXXIX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years8 years-
Gain YTD5.1401.546332%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets386M29.3B1%
Annual Yield % from dividends0.000.10-
Returns for 1 year37.4819.22195%
Returns for 3 years29.2419.79148%
Returns for 5 years48.9440.84120%
Returns for 10 years145.69N/A-
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