PMBPX
Price
$45.08
Change
-$0.40 (-0.88%)
Updated
Oct 15 closing price
Net Assets
32.84B
THCRX
Price
$31.41
Change
+$0.09 (+0.29%)
Updated
Oct 15 closing price
Net Assets
220.17M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$45.08
Change-$0.40 (-0.88%)
VolumeN/A
Net Assets32.84B
Thornburg Small/Mid Cap Growth R3
Price$31.41
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets220.17M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Oct 16, 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 THCRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.8B vs. THCRX (220M). PMBPX pays higher dividends than THCRX: PMBPX (0.01) vs THCRX (0.00). PMBPX was incepted earlier than THCRX: PMBPX (25 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. THCRX annual gain was more profitable for investors over the last year : 3.66 vs. PMBPX (0.34). PMBPX return over 5 years is better than : 39.18 vs. THCRX (-37.08).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD4.6483.187146%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.8B220M14,909%
Annual Yield % from dividends0.010.00-
Returns for 1 year0.343.669%
Returns for 3 years59.4856.66105%
Returns for 5 years39.18-37.08-106%
Returns for 10 years107.5014.97718%
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