MXXIX
Price
$59.44
Change
+$0.97 (+1.66%)
Updated
Jun 30 closing price
Net Assets
491.61M
VMGIX
Price
$111.83
Change
+$0.93 (+0.84%)
Updated
Jun 30 closing price
Net Assets
29.66B
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MXXIX vs VMGIX

Header iconMXXIX vs VMGIX Comparison
Open Charts MXXIX vs VMGIXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$59.44
Change+$0.97 (+1.66%)
VolumeN/A
Net Assets491.61M
Vanguard Mid-Cap Growth Index Investor
Price$111.83
Change+$0.93 (+0.84%)
VolumeN/A
Net Assets29.66B
MXXIX vs VMGIX Comparison Chart in %
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MXXIX vs. VMGIX commentary
Jul 01, 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 VMGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 29.7B vs. MXXIX (492M). VMGIX pays higher dividends than MXXIX: VMGIX (0.54) vs MXXIX (0.00). MXXIX was incepted earlier than VMGIX: MXXIX (25 years) vs VMGIX (19 years). MXXIX (1.39) is less costly to investors than VMGIX (0.19). MXXIX is a more actively managed with annual turnover of: 50.00 vs. VMGIX (21.00). MXXIX has a lower initial minimum investment than VMGIX: MXXIX (2500) vs VMGIX (3000). MXXIX annual gain was more profitable for investors over the last year : 34.82 vs. VMGIX (22.99). VMGIX (69.84) and MXXIX (67.25) have equivalent 5 years return.
MXXIXVMGIXMXXIX / VMGIX
Total Expense Ratio1.390.19732%
Annual Report Gross Expense Ratio1.390.19732%
Fund Existence25 years19 years-
Gain YTD17.85911.114161%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets492M29.7B2%
Annual Yield % from dividends0.000.54-
Returns for 1 year34.8222.99151%
Returns for 3 years90.2759.02153%
Returns for 5 years67.2569.8496%
Returns for 10 years159.41167.1695%
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