Interact to see
Advertisement
Advertisement
MXXIX vs PMBJX
MXXIX vs PMBJX Comparison
Open Charts MXXIX vs PMBJX
Marsico Midcap Growth Focus Fund
Price$61.68
Change-$0.34 (-0.55%)
VolumeN/A
Net Assets601.81M
MXXIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXXIX vs. PMBJX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. MXXIX (602M). PMBJX pays higher dividends than MXXIX: PMBJX (0.06) vs MXXIX (0.00). MXXIX was incepted earlier than PMBJX: MXXIX (26 years) vs PMBJX (25 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 : 25.26 vs. PMBJX (-3.03). MXXIX return over 5 years is better than : 46.72 vs. PMBJX (34.98).
| 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 | 25 years | - |
| Gain YTD | 24.330 | 2.303 | 1,056% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 31.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 25.26 | -3.03 | -834% |
| Returns for 3 years | 104.44 | 48.67 | 215% |
| Returns for 5 years | 46.72 | 34.98 | 134% |
| Returns for 10 years | 193.71 | 98.61 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers