MXXIX vs. FDEGX

In the year-to-date period, MXXIX achieves a 5.44% return, which is significantly higher than FDEGX's 1.27% return. Over the past 10 years, MXXIX has underperformed FDEGX with an annualized return of 8.93%, while FDEGX has yielded a comparatively higher 10.65% annualized return.

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MXXIX has a 1.33% expense ratio, which is higher than FDEGX's 0.63% expense ratio.

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.

The current MXXIX Sharpe Ratio is 0.90, which is higher than the FDEGX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of MXXIX and FDEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXXIX has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 7.79%.

The maximum MXXIX drawdown since its inception was -63.99%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for MXXIX and FDEGX. For additional features, visit the drawdowns tool.

The current volatility for Marsico Midcap Growth Focus Fund (MXXIX) is 7.01%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 8.47%. This indicates that MXXIX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.