MXXIX
Price
$49.90
Change
+$1.31 (+2.70%)
Updated
Apr 24 closing price
Net Assets
362.99M
PMAQX
Price
$43.93
Change
+$0.63 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$49.90
Change+$1.31 (+2.70%)
VolumeN/A
Net Assets362.99M
Principal MidCap R6
Price$43.93
Change+$0.63 (+1.45%)
VolumeN/A
Net Assets28.88B
MXXIX vs PMAQX Comparison Chart
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MXXIX vs. PMAQX commentary
Apr 25, 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: 28.9B vs. MXXIX (363M). PMAQX pays higher dividends than MXXIX: PMAQX (0.20) vs MXXIX (0.00). MXXIX was incepted earlier than PMAQX: MXXIX (25 years) vs PMAQX (8 years). MXXIX (1.39) is less costly to investors than PMAQX (0.60). 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 : 17.82 vs. PMAQX (7.10). PMAQX return over 5 years is better than : 70.74 vs. MXXIX (62.40).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.60232%
Annual Report Gross Expense Ratio1.390.60232%
Fund Existence25 years8 years-
Gain YTD-2.056-2.98069%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets363M28.9B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year17.827.10251%
Returns for 3 years33.1622.87145%
Returns for 5 years62.4070.7488%
Returns for 10 years115.57N/A-
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