MIDFX
Price
$62.97
Change
+$0.68 (+1.09%)
Updated
Oct 20 closing price
Net Assets
604.49M
PMBJX
Price
$42.12
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
31.93B
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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$62.97
Change+$0.68 (+1.09%)
VolumeN/A
Net Assets604.49M
Principal MidCap J
Price$42.12
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets31.93B
MIDFX vs PMBJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. MIDFX (604M). 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 : 26.32 vs. PMBJX (-2.46).
MIDFXPMBJXMIDFX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.150.78147%
Fund Existence4 years25 years-
Gain YTD25.9403.210808%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets604M31.9B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year26.32-2.46-1,068%
Returns for 3 years107.9652.15207%
Returns for 5 yearsN/A38.36-
Returns for 10 yearsN/A98.87-
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