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MXXIX vs PCBIX
MXXIX vs PCBIX Comparison
Open Charts MXXIX vs PCBIX
Marsico Midcap Growth Focus Fund
Price$56.94
Change-$0.13 (-0.23%)
VolumeN/A
Net Assets613.38M
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
MXXIX vs PCBIX Comparison Chart in %
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MXXIX vs. PCBIX commentary
Dec 28, 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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. MXXIX (613M). PCBIX pays higher dividends than MXXIX: PCBIX (0.12) vs MXXIX (0.00). MXXIX was incepted earlier than PCBIX: MXXIX (26 years) vs PCBIX (25 years). MXXIX (1.39) is less costly to investors than PCBIX (0.67). MXXIX is a more actively managed with annual turnover of: 64.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than MXXIX: PCBIX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 11.47 vs. PCBIX (-4.25). PCBIX return over 5 years is better than : 21.92 vs. MXXIX (20.00).
| MXXIX | PCBIX | MXXIX / PCBIX | |
| Total Expense Ratio | 1.39 | 0.67 | 207% |
| Annual Report Gross Expense Ratio | 1.39 | 0.67 | 207% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 14.775 | -2.289 | -646% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 31.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 11.47 | -4.25 | -270% |
| Returns for 3 years | 79.68 | 40.26 | 198% |
| Returns for 5 years | 20.00 | 21.92 | 91% |
| Returns for 10 years | 159.41 | 108.80 | 147% |
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