MXXIX
Price
$59.25
Change
+$0.65 (+1.11%)
Updated
Jul 3 closing price
Net Assets
500.61M
VMGIX
Price
$112.80
Change
+$1.18 (+1.06%)
Updated
Jul 3 closing price
Net Assets
29.66B
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MXXIX vs VMGIX

Header iconMXXIX vs VMGIX Comparison
Open Charts MXXIX vs VMGIXBanner chart's image
Marsico Midcap Growth Focus Fund
Price$59.25
Change+$0.65 (+1.11%)
VolumeN/A
Net Assets500.61M
Vanguard Mid-Cap Growth Index Investor
Price$112.80
Change+$1.18 (+1.06%)
VolumeN/A
Net Assets29.66B
MXXIX vs VMGIX Comparison Chart in %
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MXXIX vs. VMGIX 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 VMGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 29.7B vs. MXXIX (501M). VMGIX pays higher dividends than MXXIX: VMGIX (0.52) vs MXXIX (0.00). MXXIX was incepted earlier than VMGIX: MXXIX (25 years) vs VMGIX (19 years). MXXIX (1.39) is less costly to investors than VMGIX (0.19). MXXIX is a more actively managed with annual turnover of: 76.00 vs. VMGIX (21.00). MXXIX has a lower initial minimum investment than VMGIX: MXXIX (2500) vs VMGIX (3000). MXXIX annual gain was more profitable for investors over the last year : 36.11 vs. VMGIX (24.69). VMGIX return over 5 years is better than : 71.87 vs. MXXIX (63.04).
MXXIXVMGIXMXXIX / VMGIX
Total Expense Ratio1.390.19732%
Annual Report Gross Expense Ratio1.390.19732%
Fund Existence25 years19 years-
Gain YTD19.43213.044149%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets501M29.7B2%
Annual Yield % from dividends0.000.52-
Returns for 1 year36.1124.69146%
Returns for 3 years93.7561.78152%
Returns for 5 years63.0471.8788%
Returns for 10 years161.13172.9093%
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