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MXXIX vs PMBPX
MXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPX
Marsico Midcap Growth Focus Fund
Price$62.94
Change+$0.50 (+0.80%)
VolumeN/A
Net Assets602.6M
MXXIX vs PMBPX Comparison Chart in %
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MXXIX vs. PMBPX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. MXXIX (603M). 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 : 28.58 vs. PMBPX (2.65). MXXIX return over 5 years is better than : 48.99 vs. PMBPX (38.96).
| 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 | 25.862 | 4.740 | 546% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 32.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 28.58 | 2.65 | 1,080% |
| Returns for 3 years | 104.25 | 53.74 | 194% |
| Returns for 5 years | 48.99 | 38.96 | 126% |
| Returns for 10 years | 200.05 | 107.97 | 185% |
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