MIDFX
Price
$61.49
Change
-$0.48 (-0.77%)
Updated
Aug 15 closing price
Net Assets
568.08M
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$61.49
Change-$0.48 (-0.77%)
VolumeN/A
Net Assets568.08M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
MIDFX vs PMBJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. MIDFX (568M). PMBJX pays higher dividends than MIDFX: PMBJX (0.06) vs MIDFX (0.00). MIDFX was incepted earlier than PMBJX: MIDFX (4 years) vs PMBJX (24 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 : 36.28 vs. PMBJX (8.97).
MIDFXPMBJXMIDFX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.150.78147%
Fund Existence4 years24 years-
Gain YTD22.9805.832394%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets568M32.5B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year36.288.97405%
Returns for 3 years76.4430.25253%
Returns for 5 yearsN/A44.05-
Returns for 10 yearsN/A92.90-
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