Interact to see
Advertisement
Advertisement
MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$59.25
Change+$0.65 (+1.11%)
VolumeN/A
Net Assets500.61M
MXXIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXXIX vs. PEMGX commentary
Jul 07, 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. MXXIX (501M). MXXIX (0.00) and PEMGX (0.00) have matching dividends . MXXIX was incepted earlier than PEMGX: MXXIX (25 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: 76.00 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 : 36.11 vs. PEMGX (15.24). MXXIX return over 5 years is better than : 63.04 vs. PEMGX (58.39).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | 1.39 | 0.91 | 153% |
| Annual Report Gross Expense Ratio | 1.39 | 0.91 | 153% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 19.432 | 6.992 | 278% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 32.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 36.11 | 15.24 | 237% |
| Returns for 3 years | 93.75 | 51.70 | 181% |
| Returns for 5 years | 63.04 | 58.39 | 108% |
| Returns for 10 years | 161.13 | 101.09 | 159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers