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MXXIX vs VMGMX
MXXIX vs VMGMX Comparison
Open Charts MXXIX vs VMGMX
Marsico Midcap Growth Focus Fund
Price$59.44
Change+$0.97 (+1.66%)
VolumeN/A
Net Assets491.61M
Vanguard Mid-Cap Growth Index Admiral
Price$122.40
Change+$0.98 (+0.81%)
VolumeN/A
Net Assets29.66B
MXXIX vs VMGMX Comparison Chart in %
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MXXIX vs. VMGMX 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 VMGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 29.7B vs. MXXIX (492M). 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: 50.00 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 : 34.82 vs. VMGMX (23.05). VMGMX (70.00) and MXXIX (67.25) have equivalent 5 years return.
| 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 | 17.859 | 11.151 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 29.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 34.82 | 23.05 | 151% |
| Returns for 3 years | 90.27 | 59.14 | 153% |
| Returns for 5 years | 67.25 | 70.00 | 96% |
| Returns for 10 years | 159.41 | 167.63 | 95% |
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