MXXIX
Price
$59.44
Change
+$0.97 (+1.66%)
Updated
Jun 30 closing price
Net Assets
491.61M
PMAQX
Price
$47.21
Change
+$0.22 (+0.47%)
Updated
Jun 30 closing price
Net Assets
31.47B
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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$59.44
Change+$0.97 (+1.66%)
VolumeN/A
Net Assets491.61M
Principal MidCap R6
Price$47.21
Change+$0.22 (+0.47%)
VolumeN/A
Net Assets31.47B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX commentary
Jul 01, 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: 31.5B vs. MXXIX (492M). 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 : 34.97 vs. PMAQX (13.67). MXXIX (61.43) and PMAQX (59.95) have equivalent 5 years return.
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence25 years9 years-
Gain YTD17.8595.288338%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets492M31.5B2%
Annual Yield % from dividends0.000.19-
Returns for 1 year34.9713.67256%
Returns for 3 years91.2051.13178%
Returns for 5 years61.4359.95102%
Returns for 10 years157.24N/A-
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