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MXXIX vs PMBPX
MXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPX
Marsico Midcap Growth Focus Fund
Price$61.00
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets572.28M
MXXIX vs PMBPX Comparison Chart in %
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MXXIX vs. PMBPX commentary
Sep 08, 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: 33B vs. MXXIX (572M). PMBPX pays higher dividends than MXXIX: PMBPX (0.01) vs MXXIX (0.00). MXXIX was incepted earlier than PMBPX: MXXIX (26 years) vs PMBPX (25 years). MXXIX (1.39) is less costly to investors than PMBPX (0.83). MXXIX is a more actively managed with annual turnover of: 50.00 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 : 38.67 vs. PMBPX (9.16). MXXIX return over 5 years is better than : 57.18 vs. PMBPX (47.38).
| MXXIX | PMBPX | MXXIX / PMBPX | |
| Total Expense Ratio | 1.39 | 0.83 | 167% |
| Annual Report Gross Expense Ratio | 1.39 | 0.83 | 167% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 22.959 | 7.018 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 38.67 | 9.16 | 422% |
| Returns for 3 years | 93.65 | 46.04 | 203% |
| Returns for 5 years | 57.18 | 47.38 | 121% |
| Returns for 10 years | 182.93 | 111.63 | 164% |
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