Ad is loading...
MXXIX vs PMBPX
MXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPX
Marsico Midcap Growth Focus Fund
Price$51.52
Change-$1.79 (-3.36%)
VolumeN/A
Net Assets396.18M
MXXIX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MXXIX vs. PMBPX commentary
Feb 23, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. MXXIX (396M). MXXIX (0.00) and PMBPX (0.00) have matching dividends . MXXIX was incepted earlier than PMBPX: MXXIX (25 years) vs PMBPX (24 years). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than MXXIX: PMBPX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 26.68 vs. PMBPX (12.43). MXXIX return over 5 years is better than : 44.92 vs. PMBPX (35.10).
| MXXIX | PMBPX | MXXIX / PMBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.850 | 1.864 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.68 | 12.43 | 215% |
| Returns for 3 years | 34.27 | 27.85 | 123% |
| Returns for 5 years | 44.92 | 35.10 | 128% |
| Returns for 10 years | 127.96 | 92.30 | 139% |
View a ticker or compare two or three
VS
VS
Ad is loading...