MGLBX vs. MACSX
Compare and contrast key facts about Marsico Global Fund (MGLBX) and Matthews Asian Growth and Income Fund (MACSX).
MGLBX is managed by Marsico Investment Fund. It was launched on Jun 28, 2007. MACSX is managed by Matthews Asia Funds. It was launched on Sep 11, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGLBX or MACSX.
Correlation
The correlation between MGLBX and MACSX 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
MGLBX vs. MACSX - Performance Comparison
Key characteristics
Returns By Period
MGLBX
6.84%
20.50%
7.68%
20.08%
9.00%
7.13%
MACSX
N/A
N/A
N/A
N/A
N/A
N/A
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MGLBX vs. MACSX - Expense Ratio Comparison
MGLBX has a 1.45% expense ratio, which is higher than MACSX's 1.13% expense ratio.
Risk-Adjusted Performance
MGLBX vs. MACSX — Risk-Adjusted Performance Rank
MGLBX
MACSX
MGLBX vs. MACSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Global Fund (MGLBX) and Matthews Asian Growth and Income Fund (MACSX). 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.
Dividends
MGLBX vs. MACSX - Dividend Comparison
MGLBX's dividend yield for the trailing twelve months is around 1.60%, while MACSX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGLBX Marsico Global Fund | 1.60% | 1.71% | 1.98% | 4.37% | 17.97% | 2.45% | 0.00% | 1.16% | 9.25% | 0.00% | 11.04% | 12.83% |
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% | 0.00% |
Drawdowns
MGLBX vs. MACSX - Drawdown Comparison
Volatility
MGLBX vs. MACSX - Volatility Comparison
Marsico Global Fund (MGLBX) has a higher volatility of 14.03% compared to Matthews Asian Growth and Income Fund (MACSX) at 0.00%. This indicates that MGLBX's price experiences larger fluctuations and is considered to be riskier than MACSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.