Intrinsic Value of S&P & Nasdaq Contact Us

Marsico Midcap Growth Focus Fund MXXIX

NASDAQ

SharesGrow Intrinsic Value
N/A
Negative cash flow

Marsico Midcap Growth Focus Fund (MXXIX) current share price is $61.33. The gold spot price is $4,825.20 per troy ounce. Using the formula: MXXIX in gold = $61.33 × 31.1035 ÷ $4,825.20 = 0.3953 grams of gold per share.

The Real Wealth Growth Rate measures the Compound Annual Growth Rate (CAGR) of MXXIX when denominated in gold. A positive rate means the stock has outperformed gold as a store of value, while a negative rate indicates gold has been a better wealth preserver than holding MXXIX shares over the measured period.

MXXIX in US Dollars
Gold in US Dollars
MXXIX in Gold (grams per share)

Real Wealth Growth Rate

MXXIX
Computing…

"Real Wealth Growth Rate" measures the annualised compound growth rate (CAGR) of a stock when priced in gold — hard money that cannot be printed. A positive value means genuine wealth creation. A negative value means purchasing power is shrinking, even if the dollar price rises.

Step 1 — Express share price in grams of gold
$$\text{MXXIX}_{\text{gold}}(t) = \frac{P_{\text{MXXIX}}(t) \times 31.1035}{P_{\text{gold}}(t)}$$
$P_\text{MXXIX}$ = stock price in USD, $P_\text{gold}$ = gold spot in USD/troy oz, $31.1035$ = grams per troy ounce.
Step 2 — Real Wealth Growth Rate (CAGR in gold terms)
$$\text{Real Wealth Growth Rate} = \left(\frac{\text{MXXIX}_{\text{gold}}^{(T)}}{\text{MXXIX}_{\text{gold}}^{(0)}}\right)^{\!\frac{1}{T}} - 1$$
$\text{MXXIX}_\text{gold}^{(0)}$ = initial gold-price, $\text{MXXIX}_\text{gold}^{(T)}$ = current gold-price, $T$ = number of years. A positive result means the stock outpaces gold.

Real Wealth Growth Rate Rankings — 20 Years

Computing…

People Also View

MFOCX
MFOCX
Marsico Focus Fund
$29.09
+0.48%
WWNPX
WWNPX
Kinetics Mutual Funds, Inc., The Paradigm Fund
$107.53
-21.08%
RYVPX
RYVPX
Royce Smaller-Companies Growth Fund - Service Class
$7.83
+2.22%
HDPMX
HDPMX
Hodges Fund a series of Professionally Managed Portfolios
$82.15
+1.32%
MIOFX
MIOFX
Marsico Intl Opportunities Fd
$30.21
+0.97%
Contact Us
🎓
SharesGrow Academy
Learn how to calculate Intrinsic Value and find undervalued stocks.
Weekly live sessions
Send us a message