MIDFX
Price
$63.15
Change
+$0.43 (+0.69%)
Updated
Sep 26 closing price
Net Assets
599.8M
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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MIDFX vs PMBJX

Header iconMIDFX vs PMBJX Comparison
Open Charts MIDFX vs PMBJXBanner chart's image
Marsico Midcap Growth Focus Instl
Price$63.15
Change+$0.43 (+0.69%)
VolumeN/A
Net Assets599.8M
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
MIDFX vs PMBJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. MIDFX (600M). PMBJX pays higher dividends than MIDFX: PMBJX (0.06) vs MIDFX (0.00). MIDFX was incepted earlier than PMBJX: MIDFX (4 years) vs PMBJX (25 years). MIDFX (1.15) is less costly to investors than PMBJX (0.78). MIDFX is a more actively managed with annual turnover of: 50.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than MIDFX: PMBJX (1000) vs MIDFX (100000). MIDFX annual gain was more profitable for investors over the last year : 29.72 vs. PMBJX (2.42).
MIDFXPMBJXMIDFX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.150.78147%
Fund Existence4 years25 years-
Gain YTD26.3005.464481%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets600M33B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year29.722.421,230%
Returns for 3 years110.2955.70198%
Returns for 5 yearsN/A47.54-
Returns for 10 yearsN/A118.80-
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