MXXIX
Price
$56.33
Change
+$0.46 (+0.82%)
Updated
Jun 6 closing price
Net Assets
441.98M
VMGMX
Price
$118.24
Change
+$0.85 (+0.72%)
Updated
Jun 6 closing price
Net Assets
29.66B
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MXXIX vs VMGMX

Header iconMXXIX vs VMGMX Comparison
Open Charts MXXIX vs VMGMXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$56.33
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets441.98M
Vanguard Mid-Cap Growth Index Admiral
Price$118.24
Change+$0.85 (+0.72%)
VolumeN/A
Net Assets29.66B
MXXIX vs VMGMX Comparison Chart
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MXXIX vs. VMGMX 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 VMGMX is a Buy.

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FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 29.7B vs. MXXIX (442M). VMGMX pays higher dividends than MXXIX: VMGMX (0.65) 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 (21.00). 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 : 29.84 vs. VMGMX (19.15). VMGMX return over 5 years is better than : 62.78 vs. MXXIX (52.53).
MXXIXVMGMXMXXIX / VMGMX
Total Expense Ratio1.390.071,986%
Annual Report Gross Expense Ratio1.390.071,986%
Fund Existence25 years14 years-
Gain YTD12.6187.461169%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets442M29.7B1%
Annual Yield % from dividends0.000.65-
Returns for 1 year29.8419.15156%
Returns for 3 years66.7839.45169%
Returns for 5 years52.5362.7884%
Returns for 10 years149.31159.0394%
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