PMBMX
Price
$42.89
Change
-$0.00 (-0.00%)
Updated
Aug 8 closing price
Net Assets
32.21B
TCGRX
Price
$30.02
Change
+$0.15 (+0.50%)
Updated
Aug 8 closing price
Net Assets
211.2M
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PMBMX vs TCGRX

Header iconPMBMX vs TCGRX Comparison
Open Charts PMBMX vs TCGRXBanner chart's image
Principal MidCap R3
Price$42.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.21B
Thornburg Small/Mid Cap Growth R4
Price$30.02
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets211.2M
PMBMX vs TCGRX Comparison Chart in %
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PMBMX vs. TCGRX commentary
Aug 09, 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 PMBMX is a Buy and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.2B vs. TCGRX (211M). PMBMX pays higher dividends than TCGRX: PMBMX (0.02) vs TCGRX (0.00). PMBMX was incepted earlier than TCGRX: PMBMX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PMBMX (1.14). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBMX (10.50). PMBMX (0) and TCGRX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 10.85 vs. TCGRX (5.85). PMBMX return over 5 years is better than : 41.82 vs. TCGRX (-37.09).
PMBMXTCGRXPMBMX / TCGRX
Total Expense Ratio1.141.3684%
Annual Report Gross Expense Ratio1.143.4933%
Fund Existence25 years19 years-
Gain YTD4.994-3.874-129%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.2B211M15,261%
Annual Yield % from dividends0.020.00-
Returns for 1 year10.855.85185%
Returns for 3 years34.1923.79144%
Returns for 5 years41.82-37.09-113%
Returns for 10 years88.165.891,497%
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