MXXIX
Price
$61.00
Change
+$0.10 (+0.16%)
Updated
Sep 5 closing price
Net Assets
572.28M
PMAQX
Price
$47.98
Change
+$0.48 (+1.01%)
Updated
Sep 4 closing price
Net Assets
33.05B
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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$61.00
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets572.28M
Principal MidCap R6
Price$47.98
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets33.05B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. MXXIX (572M). PMAQX pays higher dividends than MXXIX: PMAQX (0.18) vs MXXIX (0.00). MXXIX was incepted earlier than PMAQX: MXXIX (26 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: 50.00 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 : 38.67 vs. PMAQX (9.52). MXXIX return over 5 years is better than : 57.18 vs. PMAQX (49.78).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence26 years9 years-
Gain YTD22.9597.192319%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets572M33B2%
Annual Yield % from dividends0.000.18-
Returns for 1 year38.679.52406%
Returns for 3 years93.6547.43197%
Returns for 5 years57.1849.78115%
Returns for 10 years182.93N/A-
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