MXXIX vs. FDEGX
Compare and contrast key facts about Marsico Midcap Growth Focus Fund (MXXIX) and Fidelity Growth Strategies Fund (FDEGX).
MXXIX is managed by Marsico Investment Fund. It was launched on Feb 1, 2000. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Performance
MXXIX vs. FDEGX - Performance Comparison
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MXXIX vs. FDEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXXIX Marsico Midcap Growth Focus Fund | -0.48% | 26.09% | 42.95% | 21.71% | -31.84% | 12.04% | 45.34% | 29.88% | 1.76% | 30.05% |
FDEGX Fidelity Growth Strategies Fund | -3.21% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
Returns By Period
In the year-to-date period, MXXIX achieves a -0.48% return, which is significantly higher than FDEGX's -3.21% return. Over the past 10 years, MXXIX has outperformed FDEGX with an annualized return of 15.57%, while FDEGX has yielded a comparatively lower 10.75% annualized return.
MXXIX
- 1D
- 4.08%
- 1M
- -8.46%
- YTD
- -0.48%
- 6M
- -0.73%
- 1Y
- 27.74%
- 3Y*
- 26.85%
- 5Y*
- 9.79%
- 10Y*
- 15.57%
FDEGX
- 1D
- 4.36%
- 1M
- -8.30%
- YTD
- -3.21%
- 6M
- -14.32%
- 1Y
- 6.96%
- 3Y*
- 12.09%
- 5Y*
- 5.87%
- 10Y*
- 10.75%
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MXXIX vs. FDEGX - Expense Ratio Comparison
MXXIX has a 1.33% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Return for Risk
MXXIX vs. FDEGX — Risk / Return Rank
MXXIX
FDEGX
MXXIX vs. FDEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) and Fidelity Growth Strategies Fund (FDEGX). 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.
| MXXIX | FDEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.31 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.60 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 0.28 | +1.93 |
Martin ratioReturn relative to average drawdown | 8.23 | 0.79 | +7.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXXIX | FDEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.31 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.25 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.49 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.01 |
Correlation
The correlation between MXXIX and FDEGX is 0.90, 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.
Dividends
MXXIX vs. FDEGX - Dividend Comparison
MXXIX's dividend yield for the trailing twelve months is around 12.01%, while FDEGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXIX Marsico Midcap Growth Focus Fund | 12.01% | 11.95% | 9.18% | 1.24% | 0.00% | 14.22% | 2.83% | 3.26% | 5.37% | 0.00% | 0.00% | 0.00% |
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
Drawdowns
MXXIX vs. FDEGX - Drawdown Comparison
The maximum MXXIX drawdown since its inception was -62.49%, smaller than the maximum FDEGX drawdown of -85.96%. Use the drawdown chart below to compare losses from any high point for MXXIX and FDEGX.
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Drawdown Indicators
| MXXIX | FDEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.49% | -85.96% | +23.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -20.45% | +7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -40.59% | -36.62% | -3.97% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | -36.62% | -3.97% |
Current DrawdownCurrent decline from peak | -9.52% | -16.98% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -18.47% | -36.96% | +18.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 7.19% | -3.69% |
Volatility
MXXIX vs. FDEGX - Volatility Comparison
Marsico Midcap Growth Focus Fund (MXXIX) and Fidelity Growth Strategies Fund (FDEGX) have volatilities of 9.13% and 8.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXIX | FDEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.13% | 8.96% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 18.52% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 26.90% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.67% | 23.18% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 21.90% | -0.23% |