PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
TCGRX
Price
$32.41
Change
+$0.75 (+2.37%)
Updated
Oct 8 closing price
Net Assets
217.3M
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PMBPX vs TCGRX

Header iconPMBPX vs TCGRX Comparison
Open Charts PMBPX vs TCGRXBanner chart's image
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
Thornburg Small/Mid Cap Growth R4
Price$32.41
Change+$0.75 (+2.37%)
VolumeN/A
Net Assets217.3M
PMBPX vs TCGRX Comparison Chart in %
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PMBPX vs. TCGRX commentary
Oct 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 PMBPX is a Hold and TCGRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. TCGRX (217M). PMBPX pays higher dividends than TCGRX: PMBPX (0.01) vs TCGRX (0.00). PMBPX was incepted earlier than TCGRX: PMBPX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PMBPX (0.83). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and TCGRX (0) have matching initial minimum investment requirements. TCGRX annual gain was more profitable for investors over the last year : 6.72 vs. PMBPX (2.65). PMBPX return over 5 years is better than : 38.96 vs. TCGRX (-35.32).
PMBPXTCGRXPMBPX / TCGRX
Total Expense Ratio0.831.3661%
Annual Report Gross Expense Ratio0.833.4924%
Fund Existence25 years19 years-
Gain YTD4.7403.778125%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B217M15,161%
Annual Yield % from dividends0.010.00-
Returns for 1 year2.656.7239%
Returns for 3 years53.7449.63108%
Returns for 5 years38.96-35.32-110%
Returns for 10 years107.9717.81606%
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