PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
THCRX
Price
$30.69
Change
+$0.02 (+0.07%)
Updated
Nov 18 closing price
Net Assets
213.31M
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PMBJX vs THCRX

Header iconPMBJX vs THCRX Comparison
Open Charts PMBJX vs THCRXBanner chart's image
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
Thornburg Small/Mid Cap Growth R3
Price$30.69
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets213.31M
PMBJX vs THCRX Comparison Chart in %
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PMBJX vs. THCRX commentary
Nov 20, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBJX is a Hold and THCRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. THCRX (213M). PMBJX pays higher dividends than THCRX: PMBJX (0.06) vs THCRX (0.00). PMBJX was incepted earlier than THCRX: PMBJX (25 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than PMBJX (0.78). THCRX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). THCRX has a lower initial minimum investment than PMBJX: THCRX (0) vs PMBJX (1000). THCRX annual gain was more profitable for investors over the last year : 2.10 vs. PMBJX (-6.53). PMBJX return over 5 years is better than : 24.63 vs. THCRX (-35.23).
PMBJXTHCRXPMBJX / THCRX
Total Expense Ratio0.781.4653%
Annual Report Gross Expense Ratio0.781.8841%
Fund Existence25 years22 years-
Gain YTD-0.5640.821-69%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B213M14,507%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.532.10-311%
Returns for 3 years32.3940.9779%
Returns for 5 years24.63-35.23-70%
Returns for 10 years89.127.271,226%
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