MXXIX
Price
$59.25
Change
+$0.65 (+1.11%)
Updated
Jul 3 closing price
Net Assets
500.61M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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MXXIX vs PMBPX

Header iconMXXIX vs PMBPX Comparison
Open Charts MXXIX vs PMBPXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$59.25
Change+$0.65 (+1.11%)
VolumeN/A
Net Assets500.61M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
MXXIX vs PMBPX Comparison Chart in %
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MXXIX vs. PMBPX commentary
Jul 07, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. MXXIX (501M). PMBPX pays higher dividends than MXXIX: PMBPX (0.01) vs MXXIX (0.00). MXXIX was incepted earlier than PMBPX: MXXIX (25 years) vs PMBPX (25 years). MXXIX (1.39) is less costly to investors than PMBPX (0.83). MXXIX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than MXXIX: PMBPX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 36.11 vs. PMBPX (15.41). MXXIX return over 5 years is better than : 63.04 vs. PMBPX (59.60).
MXXIXPMBPXMXXIX / PMBPX
Total Expense Ratio1.390.83167%
Annual Report Gross Expense Ratio1.390.83167%
Fund Existence25 years25 years-
Gain YTD19.4327.041276%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets501M32.3B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year36.1115.41234%
Returns for 3 years93.7552.39179%
Returns for 5 years63.0459.60106%
Returns for 10 years161.13104.46154%
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