MXXIX
Price
$60.91
Change
-$0.47 (-0.77%)
Updated
Aug 15 closing price
Net Assets
568.08M
PMAQX
Price
$47.28
Change
-$0.14 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$60.91
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets568.08M
Principal MidCap R6
Price$47.28
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
MXXIX vs PMAQX Comparison Chart in %
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MXXIX vs. PMAQX commentary
Aug 18, 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 StrongBuy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.5B vs. MXXIX (568M). PMAQX pays higher dividends than MXXIX: PMAQX (0.19) 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 : 35.90 vs. PMAQX (9.46). MXXIX return over 5 years is better than : 58.50 vs. PMAQX (47.52).
MXXIXPMAQXMXXIX / PMAQX
Total Expense Ratio1.390.59236%
Annual Report Gross Expense Ratio1.390.59236%
Fund Existence26 years9 years-
Gain YTD22.7785.938384%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets568M32.5B2%
Annual Yield % from dividends0.000.19-
Returns for 1 year35.909.46379%
Returns for 3 years74.9831.96235%
Returns for 5 years58.5047.52123%
Returns for 10 years167.38N/A-
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