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MXXIX vs VMGIX
MXXIX vs VMGIX Comparison
Open Charts MXXIX vs VMGIX
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.
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).
| MXXIX | VMGIX | MXXIX / VMGIX | |
| Total Expense Ratio | 1.39 | 0.19 | 732% |
| Annual Report Gross Expense Ratio | 1.39 | 0.19 | 732% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 19.432 | 13.044 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 29.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 36.11 | 24.69 | 146% |
| Returns for 3 years | 93.75 | 61.78 | 152% |
| Returns for 5 years | 63.04 | 71.87 | 88% |
| Returns for 10 years | 161.13 | 172.90 | 93% |
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