PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
THCRX
Price
$26.66
Change
+$0.39 (+1.48%)
Updated
May 8 closing price
Net Assets
197.56M
Ad is loading...

PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
Thornburg Small/Mid Cap Growth R3
Price$26.66
Change+$0.39 (+1.48%)
VolumeN/A
Net Assets197.56M
PMBPX vs THCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBPX vs. THCRX commentary
May 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 Buy and THCRX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. THCRX (198M). PMBPX pays higher dividends than THCRX: PMBPX (0.01) vs THCRX (0.00). PMBPX was incepted earlier than THCRX: PMBPX (24 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than PMBPX (0.83). THCRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and THCRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. THCRX (-3.96). PMBPX return over 5 years is better than : 64.72 vs. THCRX (-33.17).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence24 years22 years-
Gain YTD1.035-12.418-8%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B198M15,253%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.97-3.96-226%
Returns for 3 years41.3825.99159%
Returns for 5 years64.72-33.17-195%
Returns for 10 years90.98-6.26-1,454%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TPH31.770.70
+2.25%
Tri Pointe Homes
USCB16.89-0.10
-0.59%
USCB Financial Holdings
SXC8.66-0.09
-1.03%
Suncoke Energy
EQR69.68-0.88
-1.25%
Equity Residential
CCLD1.84-0.04
-2.13%
CareCloud