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MXXIX vs PEMGX
MXXIX vs PEMGX Comparison
Open Charts MXXIX vs PEMGX
Marsico Midcap Growth Focus Fund
Price$61.00
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets572.28M
MXXIX vs PEMGX Comparison Chart in %
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MXXIX vs. PEMGX 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. MXXIX (572M). 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 : 38.67 vs. PEMGX (9.01). MXXIX return over 5 years is better than : 57.18 vs. PEMGX (46.31).
| MXXIX | PEMGX | MXXIX / PEMGX | |
| Total Expense Ratio | 1.39 | 0.91 | 153% |
| Annual Report Gross Expense Ratio | 1.39 | 0.91 | 153% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 22.959 | 6.969 | 329% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 38.67 | 9.01 | 429% |
| Returns for 3 years | 93.65 | 45.42 | 206% |
| Returns for 5 years | 57.18 | 46.31 | 123% |
| Returns for 10 years | 182.93 | 108.18 | 169% |
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