MXXIX
Price
$59.05
Change
-$3.82 (-6.08%)
Updated
Feb 3 closing price
Net Assets
656.64M
PMAQX
Price
$41.65
Change
-$4.83 (-10.39%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$59.05
Change-$3.82 (-6.08%)
VolumeN/A
Net Assets656.64M
Principal MidCap R6
Price$41.65
Change-$4.83 (-10.39%)
VolumeN/A
Net Assets29.47B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX commentary
Feb 04, 2026

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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.5B vs. MXXIX (657M). MXXIX (0.00) and PMAQX (0.00) have matching dividends . 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: 106.00 vs. PMAQX (13.70). 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 : 11.65 vs. PMAQX (-10.85). MXXIX return over 5 years is better than : 19.27 vs. PMAQX (14.69).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence26 years9 years-
Gain YTD5.711-2.936-194%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets657M29.5B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.65-10.85-107%
Returns for 3 years70.0722.20316%
Returns for 5 years19.2714.69131%
Returns for 10 years221.62N/A-
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