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MXXIX vs PMBPX
MXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPX
Marsico Midcap Growth Focus Fund
Price$56.33
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets441.98M
MXXIX vs PMBPX Comparison Chart
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MXXIX vs. PMBPX commentary
Jun 07, 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: 30.9B vs. MXXIX (442M). PMBPX pays higher dividends than MXXIX: PMBPX (0.01) vs MXXIX (0.00). MXXIX was incepted earlier than PMBPX: MXXIX (25 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: 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 : 29.84 vs. PMBPX (11.61). MXXIX return over 5 years is better than : 52.53 vs. PMBPX (46.09).
| MXXIX | PMBPX | MXXIX / PMBPX | |
| Total Expense Ratio | 1.39 | 0.83 | 167% |
| Annual Report Gross Expense Ratio | 1.39 | 0.83 | 167% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 12.618 | 2.922 | 432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 29.84 | 11.61 | 257% |
| Returns for 3 years | 66.78 | 34.38 | 194% |
| Returns for 5 years | 52.53 | 46.09 | 114% |
| Returns for 10 years | 149.31 | 95.57 | 156% |
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