MXXIX vs. PRDMX

In the year-to-date period, MXXIX achieves a 3.85% return, which is significantly higher than PRDMX's 2.70% return. Over the past 10 years, MXXIX has outperformed PRDMX with an annualized return of 8.61%, while PRDMX has yielded a comparatively lower 6.98% annualized return.

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MXXIX has a 1.33% expense ratio, which is higher than PRDMX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) and T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX). 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 1.39, which is higher than the PRDMX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of MXXIX and PRDMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MXXIX nor PRDMX has paid dividends to shareholders.

The maximum MXXIX drawdown since its inception was -63.99%, which is greater than PRDMX's maximum drawdown of -59.84%. Use the drawdown chart below to compare losses from any high point for MXXIX and PRDMX. For additional features, visit the drawdowns tool.

Marsico Midcap Growth Focus Fund (MXXIX) has a higher volatility of 7.12% compared to T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) at 6.35%. This indicates that MXXIX's price experiences larger fluctuations and is considered to be riskier than PRDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.