PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
MACSX vs. MGLBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MACSX vs. MGLBX

Last updated May 11, 2025

Compare and contrast key facts about Matthews Asian Growth and Income Fund (MACSX) and Marsico Global Fund (MGLBX).

MACSX is managed by Matthews Asia Funds. It was launched on Sep 11, 1994. MGLBX is managed by Marsico Investment Fund. It was launched on Jun 28, 2007.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACSX or MGLBX.

Correlation

The correlation between MACSX and MGLBX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MACSX vs. MGLBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthews Asian Growth and Income Fund (MACSX) and Marsico Global Fund (MGLBX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

MACSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MGLBX

YTD

6.92%

1M

13.82%

6M

3.99%

1Y

20.33%

5Y*

8.55%

10Y*

7.20%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MACSX vs. MGLBX - Expense Ratio Comparison

MACSX has a 1.13% expense ratio, which is lower than MGLBX's 1.45% expense ratio.

MGLBX
Marsico Global Fund
MACSX
Matthews Asian Growth and Income Fund

Risk-Adjusted Performance

MACSX vs. MGLBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MACSX
The Risk-Adjusted Performance Rank of MACSX is 6969
Overall Rank
The Sharpe Ratio Rank of MACSX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MACSX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of MACSX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of MACSX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of MACSX is 6767
Martin Ratio Rank
MGLBX
The Risk-Adjusted Performance Rank of MGLBX is 7878
Overall Rank
The Sharpe Ratio Rank of MGLBX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of MGLBX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of MGLBX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of MGLBX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of MGLBX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MACSX vs. MGLBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Matthews Asian Growth and Income Fund (MACSX) and Marsico Global Fund (MGLBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Loading data...

Dividends

MACSX vs. MGLBX - Dividend Comparison

Neither MACSX nor MGLBX has paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
MACSX
Matthews Asian Growth and Income Fund		4.22%3.52%2.74%1.67%1.28%1.50%2.26%2.32%2.64%10.84%0.00%
MGLBX
Marsico Global Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MACSX vs. MGLBX - Drawdown Comparison

Loading data...

Volatility

MACSX vs. MGLBX - Volatility Comparison

Loading data...