MXXIX vs. BMDSX
Compare and contrast key facts about Marsico Midcap Growth Focus Fund (MXXIX) and Baird Mid Cap Growth Fund (BMDSX).
MXXIX is managed by Marsico Investment Fund. It was launched on Feb 1, 2000. BMDSX is managed by Baird. It was launched on Dec 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXXIX or BMDSX.
Correlation
The correlation between MXXIX and BMDSX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MXXIX vs. BMDSX - Performance Comparison
Key characteristics
MXXIX:
1.67
BMDSX:
-0.38
MXXIX:
2.21
BMDSX:
-0.42
MXXIX:
1.29
BMDSX:
0.95
MXXIX:
1.16
BMDSX:
-0.15
MXXIX:
8.28
BMDSX:
-0.86
MXXIX:
3.97%
BMDSX:
6.68%
MXXIX:
19.72%
BMDSX:
15.21%
MXXIX:
-63.99%
BMDSX:
-63.97%
MXXIX:
-4.10%
BMDSX:
-35.09%
Returns By Period
In the year-to-date period, MXXIX achieves a 9.43% return, which is significantly higher than BMDSX's 1.41% return. Over the past 10 years, MXXIX has outperformed BMDSX with an annualized return of 9.12%, while BMDSX has yielded a comparatively lower 3.36% annualized return.
MXXIX
9.43%
4.08%
19.24%
34.78%
8.87%
9.12%
BMDSX
1.41%
-1.42%
-1.87%
-4.52%
-0.84%
3.36%
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MXXIX vs. BMDSX - Expense Ratio Comparison
MXXIX has a 1.33% expense ratio, which is higher than BMDSX's 1.05% expense ratio.
Risk-Adjusted Performance
MXXIX vs. BMDSX — Risk-Adjusted Performance Rank
MXXIX
BMDSX
MXXIX vs. BMDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) and Baird Mid Cap Growth Fund (BMDSX). 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
MXXIX vs. BMDSX - Dividend Comparison
Neither MXXIX nor BMDSX has paid dividends to shareholders.
Drawdowns
MXXIX vs. BMDSX - Drawdown Comparison
The maximum MXXIX drawdown since its inception was -63.99%, roughly equal to the maximum BMDSX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for MXXIX and BMDSX. For additional features, visit the drawdowns tool.
Volatility
MXXIX vs. BMDSX - Volatility Comparison
Marsico Midcap Growth Focus Fund (MXXIX) has a higher volatility of 6.18% compared to Baird Mid Cap Growth Fund (BMDSX) at 3.59%. This indicates that MXXIX's price experiences larger fluctuations and is considered to be riskier than BMDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.