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MXXIX vs VMGMX
MXXIX vs VMGMX Comparison
Open Charts MXXIX vs VMGMX
Marsico Midcap Growth Focus Fund
Price$59.25
Change+$0.65 (+1.11%)
VolumeN/A
Net Assets500.61M
Vanguard Mid-Cap Growth Index Admiral
Price$123.46
Change+$1.28 (+1.05%)
VolumeN/A
Net Assets29.66B
MXXIX vs VMGMX Comparison Chart in %
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MXXIX vs. VMGMX 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 VMGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMGMX has more cash in the bank: 29.7B vs. MXXIX (501M). VMGMX pays higher dividends than MXXIX: VMGMX (0.63) vs MXXIX (0.00). MXXIX was incepted earlier than VMGMX: MXXIX (25 years) vs VMGMX (14 years). MXXIX (1.39) is less costly to investors than VMGMX (0.07). MXXIX is a more actively managed with annual turnover of: 76.00 vs. VMGMX (21.00). MXXIX has a lower initial minimum investment than VMGMX: MXXIX (2500) vs VMGMX (3000). MXXIX annual gain was more profitable for investors over the last year : 36.11 vs. VMGMX (24.71). VMGMX return over 5 years is better than : 71.99 vs. MXXIX (63.04).
| MXXIX | VMGMX | MXXIX / VMGMX | |
| Total Expense Ratio | 1.39 | 0.07 | 1,986% |
| Annual Report Gross Expense Ratio | 1.39 | 0.07 | 1,986% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 19.432 | 13.050 | 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 | 0.63 | - |
| Returns for 1 year | 36.11 | 24.71 | 146% |
| Returns for 3 years | 93.75 | 61.86 | 152% |
| Returns for 5 years | 63.04 | 71.99 | 88% |
| Returns for 10 years | 161.13 | 173.28 | 93% |
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