MIDFX
Price
$56.36
Change
-$0.54 (-0.95%)
Updated
Jun 13 closing price
Net Assets
454.69M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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MIDFX vs PMBPX

Header iconMIDFX vs PMBPX Comparison
Open Charts MIDFX vs PMBPXBanner chart's image
Marsico Midcap Growth Focus Instl
Price$56.36
Change-$0.54 (-0.95%)
VolumeN/A
Net Assets454.69M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
MIDFX vs PMBPX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. MIDFX (455M). PMBPX pays higher dividends than MIDFX: PMBPX (0.01) vs MIDFX (0.00). MIDFX was incepted earlier than PMBPX: MIDFX (4 years) vs PMBPX (25 years). MIDFX (1.15) is less costly to investors than PMBPX (0.83). MIDFX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MIDFX: PMBPX (0) vs MIDFX (100000). MIDFX annual gain was more profitable for investors over the last year : 29.95 vs. PMBPX (10.26).
MIDFXPMBPXMIDFX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.150.83139%
Fund Existence4 years25 years-
Gain YTD12.7201.933658%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets455M30.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year29.9510.26292%
Returns for 3 years90.1549.52182%
Returns for 5 yearsN/A54.31-
Returns for 10 yearsN/A92.68-
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