MXXIX
Price
$51.83
Change
-$2.46 (-4.53%)
Updated
Dec 18 closing price
PMAQX
Price
$44.59
Change
-$1.66 (-3.59%)
Updated
Dec 18 closing price
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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$51.83
Change-$2.46 (-4.53%)
VolumeN/A
CapitalizationN/A
Principal MidCap R6
Price$44.59
Change-$1.66 (-3.59%)
VolumeN/A
CapitalizationN/A
MXXIX vs PMAQX Comparison Chart
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MXXIX vs. PMAQX 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 PMAQX is a Hold.

FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.4B vs. MXXIX (384M). 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 : 42.98 vs. PMAQX (21.78). MXXIX return over 5 years is better than : 62.54 vs. PMAQX (50.76).
MXXIXPMAQXMXXIX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years8 years-
Gain YTD42.71820.631207%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets384M29.4B1%
Annual Yield % from dividends0.000.10-
Returns for 1 year42.9821.78197%
Returns for 3 years21.1315.44137%
Returns for 5 years62.5450.76123%
Returns for 10 years149.04N/A-
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