MXXIX
Price
$59.25
Change
+$0.65 (+1.11%)
Updated
Jul 3 closing price
Net Assets
500.61M
VMGMX
Price
$123.46
Change
+$1.28 (+1.05%)
Updated
Jul 3 closing price
Net Assets
29.66B
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MXXIX vs VMGMX

Header iconMXXIX vs VMGMX Comparison
Open Charts MXXIX vs VMGMXBanner 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 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.

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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).
MXXIXVMGMXMXXIX / VMGMX
Total Expense Ratio1.390.071,986%
Annual Report Gross Expense Ratio1.390.071,986%
Fund Existence25 years14 years-
Gain YTD19.43213.050149%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets501M29.7B2%
Annual Yield % from dividends0.000.63-
Returns for 1 year36.1124.71146%
Returns for 3 years93.7561.86152%
Returns for 5 years63.0471.9988%
Returns for 10 years161.13173.2893%
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