PMBJX
Price
$43.85
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
THGRX
Price
$36.75
Change
+$0.64 (+1.77%)
Updated
Aug 28 closing price
Net Assets
215.76M
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PMBJX vs THGRX

Header iconPMBJX vs THGRX Comparison
Open Charts PMBJX vs THGRXBanner chart's image
Principal MidCap J
Price$43.85
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
Thornburg Small/Mid Cap Growth R5
Price$36.75
Change+$0.64 (+1.77%)
VolumeN/A
Net Assets215.76M
PMBJX vs THGRX Comparison Chart in %
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PMBJX vs. THGRX commentary
Aug 29, 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 Buy and THGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. THGRX (216M). PMBJX pays higher dividends than THGRX: PMBJX (0.06) vs THGRX (0.00). PMBJX was incepted earlier than THGRX: PMBJX (25 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PMBJX (0.78). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). THGRX has a lower initial minimum investment than PMBJX: THGRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 8.10 vs. THGRX (6.61). PMBJX return over 5 years is better than : 43.06 vs. THGRX (-33.00).
PMBJXTHGRXPMBJX / THGRX
Total Expense Ratio0.780.9582%
Annual Report Gross Expense Ratio0.781.3458%
Fund Existence25 years20 years-
Gain YTD7.3761.913385%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B216M15,231%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.106.61122%
Returns for 3 years42.2736.46116%
Returns for 5 years43.06-33.00-130%
Returns for 10 years108.5628.59380%
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