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MXXIX vs PCBIX
MXXIX vs PCBIX Comparison
Open Charts MXXIX vs PCBIX
Marsico Midcap Growth Focus Fund
Price$61.00
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets572.28M
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
MXXIX vs PCBIX Comparison Chart in %
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MXXIX vs. PCBIX commentary
Sep 08, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. MXXIX (572M). 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: 50.00 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 : 38.67 vs. PCBIX (9.41). MXXIX return over 5 years is better than : 57.18 vs. PCBIX (49.14).
| 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 | 22.959 | 7.135 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 38.67 | 9.41 | 411% |
| Returns for 3 years | 93.65 | 47.03 | 199% |
| Returns for 5 years | 57.18 | 49.14 | 116% |
| Returns for 10 years | 182.93 | 116.70 | 157% |
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