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MXXIX vs PMBPX
MXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPX
Marsico Midcap Growth Focus Fund
Price$47.29
Change+$0.70 (+1.50%)
VolumeN/A
Net Assets348.43M
MXXIX vs PMBPX Comparison Chart
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MXXIX vs. PMBPX commentary
Apr 12, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 27.7B vs. MXXIX (348M). PMBPX pays higher dividends than MXXIX: PMBPX (0.01) vs MXXIX (0.00). MXXIX was incepted earlier than PMBPX: MXXIX (25 years) vs PMBPX (24 years). MXXIX (1.39) is less costly to investors than PMBPX (0.84). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.50). 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 : 15.42 vs. PMBPX (4.60). MXXIX (65.62) and PMBPX (65.16) have equivalent 5 years return.
| MXXIX | PMBPX | MXXIX / PMBPX | |
| Total Expense Ratio | 1.39 | 0.84 | 165% |
| Annual Report Gross Expense Ratio | 1.39 | 0.84 | 165% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -2.983 | -3.520 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 27.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 15.42 | 4.60 | 335% |
| Returns for 3 years | 28.11 | 18.19 | 155% |
| Returns for 5 years | 65.62 | 65.16 | 101% |
| Returns for 10 years | 112.49 | 80.42 | 140% |
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