PMBPX
Price
$46.67
Change
-$0.01 (-0.02%)
Updated
Aug 29 closing price
Net Assets
32.88B
THCGX
Price
$31.19
Change
-$0.39 (-1.23%)
Updated
Aug 29 closing price
Net Assets
215.76M
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PMBPX vs THCGX

Header iconPMBPX vs THCGX Comparison
Open Charts PMBPX vs THCGXBanner chart's image
Principal MidCap R5
Price$46.67
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets32.88B
Thornburg Small/Mid Cap Growth A
Price$31.19
Change-$0.39 (-1.23%)
VolumeN/A
Net Assets215.76M
PMBPX vs THCGX Comparison Chart in %
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PMBPX vs. THCGX commentary
Sep 01, 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 Buy and THCGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. THCGX (216M). PMBPX pays higher dividends than THCGX: PMBPX (0.01) vs THCGX (0.00). PMBPX was incepted earlier than THCGX: PMBPX (25 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than PMBPX (0.83). THCGX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than THCGX: PMBPX (0) vs THCGX (5000). PMBPX annual gain was more profitable for investors over the last year : 7.59 vs. THCGX (4.28). PMBPX return over 5 years is better than : 44.23 vs. THCGX (-38.29).
PMBPXTHCGXPMBPX / THCGX
Total Expense Ratio0.831.4258%
Annual Report Gross Expense Ratio0.831.4258%
Fund Existence25 years25 years-
Gain YTD7.3860.3222,296%
Front LoadN/A5%-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B216M15,231%
Annual Yield % from dividends0.010.00-
Returns for 1 year7.594.28177%
Returns for 3 years44.3234.09130%
Returns for 5 years44.23-38.29-116%
Returns for 10 years118.3818.59637%
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