MXXIX
Price
$59.25
Change
+$0.65 (+1.11%)
Updated
Jul 3 closing price
Net Assets
500.61M
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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MXXIX vs PMAQX

Header iconMXXIX vs PMAQX Comparison
Open Charts MXXIX vs PMAQXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$59.25
Change+$0.65 (+1.11%)
VolumeN/A
Net Assets500.61M
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. MXXIX (501M). PMAQX pays higher dividends than MXXIX: PMAQX (0.19) vs MXXIX (0.00). MXXIX was incepted earlier than PMAQX: MXXIX (25 years) vs PMAQX (9 years). MXXIX (1.39) is less costly to investors than PMAQX (0.59). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than MXXIX: PMAQX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 36.11 vs. PMAQX (15.77). MXXIX (63.04) and PMAQX (62.17) have equivalent 5 years return.
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence25 years9 years-
Gain YTD19.4327.148272%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets501M32.3B2%
Annual Yield % from dividends0.000.19-
Returns for 1 year36.1115.77229%
Returns for 3 years93.7553.80174%
Returns for 5 years63.0462.17101%
Returns for 10 years161.13N/A-
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