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MXXIX vs PMBJX
MXXIX vs PMBJX Comparison
Open Charts MXXIX vs PMBJX
Marsico Midcap Growth Focus Fund
Price$60.51
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets537.67M
MXXIX vs PMBJX Comparison Chart in %
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MXXIX vs. PMBJX commentary
Jul 27, 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. MXXIX (538M). PMBJX pays higher dividends than MXXIX: PMBJX (0.06) vs MXXIX (0.00). MXXIX was incepted earlier than PMBJX: MXXIX (26 years) vs PMBJX (24 years). MXXIX (1.39) is less costly to investors than PMBJX (0.78). MXXIX is a more actively managed with annual turnover of: 50.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than MXXIX: PMBJX (1000) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 40.00 vs. PMBJX (13.47). MXXIX return over 5 years is better than : 61.58 vs. PMBJX (55.02).
| MXXIX | PMBJX | MXXIX / PMBJX | |
| Total Expense Ratio | 1.39 | 0.78 | 178% |
| Annual Report Gross Expense Ratio | 1.39 | 0.78 | 178% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 21.971 | 8.650 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 33.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 40.00 | 13.47 | 297% |
| Returns for 3 years | 89.51 | 48.88 | 183% |
| Returns for 5 years | 61.58 | 55.02 | 112% |
| Returns for 10 years | 163.66 | 103.26 | 158% |
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| HYZD | 22.51 | -0.01 | -0.04% |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | |||