MXXIX
Price
$62.53
Change
+$0.42 (+0.68%)
Updated
Sep 26 closing price
Net Assets
595.13M
PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
32.79B
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MXXIX vs PEMGX

Header iconMXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$62.53
Change+$0.42 (+0.68%)
VolumeN/A
Net Assets595.13M
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets32.79B
MXXIX vs PEMGX Comparison Chart in %
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MXXIX vs. PEMGX 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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.8B vs. MXXIX (595M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (26 years) vs PEMGX (20 years). MXXIX (1.39) is less costly to investors than PEMGX (0.91). MXXIX is a more actively managed with annual turnover of: 50.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than MXXIX: PEMGX (1000) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 29.33 vs. PEMGX (2.42). MXXIX return over 5 years is better than : 61.53 vs. PEMGX (47.58).
MXXIXPEMGXMXXIX / PEMGX
Total Expense Ratio1.390.91153%
Annual Report Gross Expense Ratio1.390.91153%
Fund Existence26 years20 years-
Gain YTD26.0435.373485%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets595M32.8B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year29.332.421,213%
Returns for 3 years108.5755.61195%
Returns for 5 years61.5347.58129%
Returns for 10 years215.97119.45181%
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