MXXIX
Price
$56.33
Change
+$0.46 (+0.82%)
Updated
Jun 6 closing price
Net Assets
441.98M
PMAQX
Price
$46.29
Change
+$0.31 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$56.33
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets441.98M
Principal MidCap R6
Price$46.29
Change+$0.31 (+0.67%)
VolumeN/A
Net Assets30.93B
MXXIX vs PMAQX Comparison Chart
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MXXIX vs. PMAQX commentary
Jun 07, 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: 30.9B vs. MXXIX (442M). 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: 76.00 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 : 29.84 vs. PMAQX (11.96). MXXIX return over 5 years is better than : 52.53 vs. PMAQX (48.45).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence25 years9 years-
Gain YTD12.6183.025417%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets442M30.9B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year29.8411.96249%
Returns for 3 years66.7835.66187%
Returns for 5 years52.5348.45108%
Returns for 10 years149.31N/A-
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