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MXXIX vs PCBIX
MXXIX vs PCBIX Comparison
Open Charts MXXIX vs PCBIX
Marsico Midcap Growth Focus Fund
Price$62.53
Change+$0.42 (+0.68%)
VolumeN/A
Net Assets595.13M
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
MXXIX vs PCBIX Comparison Chart in %
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MXXIX vs. PCBIX commentary
Sep 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: 33B vs. MXXIX (595M). 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 : 29.33 vs. PCBIX (2.82). MXXIX return over 5 years is better than : 61.53 vs. PCBIX (50.47).
| 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 | 26.043 | 5.564 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 29.33 | 2.82 | 1,042% |
| Returns for 3 years | 108.57 | 57.35 | 189% |
| Returns for 5 years | 61.53 | 50.47 | 122% |
| Returns for 10 years | 215.97 | 128.47 | 168% |
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