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MXXIX vs PMBJX
MXXIX vs PMBJX Comparison
Open Charts MXXIX vs PMBJX
Marsico Midcap Growth Focus Fund
Price$59.39
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets582.76M
MXXIX vs PMBJX Comparison Chart in %
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MXXIX vs. PMBJX commentary
Nov 20, 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. MXXIX (583M). PMBJX pays higher dividends than MXXIX: PMBJX (0.06) vs MXXIX (0.00). MXXIX was incepted earlier than PMBJX: MXXIX (26 years) vs PMBJX (25 years). MXXIX (1.39) is less costly to investors than PMBJX (0.78). MXXIX is a more actively managed with annual turnover of: 50.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than MXXIX: PMBJX (1000) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 13.42 vs. PMBJX (-6.53). MXXIX return over 5 years is better than : 32.95 vs. PMBJX (24.63).
| MXXIX | PMBJX | MXXIX / PMBJX | |
| Total Expense Ratio | 1.39 | 0.78 | 178% |
| Annual Report Gross Expense Ratio | 1.39 | 0.78 | 178% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 20.137 | -0.564 | -3,573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 30.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 13.42 | -6.53 | -206% |
| Returns for 3 years | 81.21 | 32.39 | 251% |
| Returns for 5 years | 32.95 | 24.63 | 134% |
| Returns for 10 years | 170.54 | 89.12 | 191% |
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