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MXXIX vs VMGMX
MXXIX vs VMGMX Comparison
Open Charts MXXIX vs VMGMX
Marsico Midcap Growth Focus Fund
Price$47.29
Change+$0.70 (+1.50%)
VolumeN/A
Net Assets348.43M
Vanguard Mid-Cap Growth Index Admiral
Price$100.40
Change+$1.85 (+1.88%)
VolumeN/A
Net Assets27.18B
MXXIX vs VMGMX Comparison Chart
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MXXIX vs. VMGMX 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 VMGMX is a Buy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 27.2B vs. MXXIX (348M). VMGMX pays higher dividends than MXXIX: VMGMX (0.71) vs MXXIX (0.00). MXXIX was incepted earlier than VMGMX: MXXIX (25 years) vs VMGMX (14 years). MXXIX (1.39) is less costly to investors than VMGMX (0.07). MXXIX is a more actively managed with annual turnover of: 76.00 vs. VMGMX (14.00). MXXIX has a lower initial minimum investment than VMGMX: MXXIX (2500) vs VMGMX (3000). MXXIX annual gain was more profitable for investors over the last year : 15.42 vs. VMGMX (2.90). VMGMX return over 5 years is better than : 72.39 vs. MXXIX (65.62).
| MXXIX | VMGMX | MXXIX / VMGMX | |
| Total Expense Ratio | 1.39 | 0.07 | 1,986% |
| Annual Report Gross Expense Ratio | 1.39 | 0.07 | 1,986% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -2.983 | -6.526 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 27.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | 15.42 | 2.90 | 531% |
| Returns for 3 years | 28.11 | 10.78 | 261% |
| Returns for 5 years | 65.62 | 72.39 | 91% |
| Returns for 10 years | 112.49 | 121.08 | 93% |
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