PMBPX
Price
$45.84
Change
-$0.51 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.61B
THCRX
Price
$29.16
Change
-$0.73 (-2.44%)
Updated
Aug 1 closing price
Net Assets
217.57M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$45.84
Change-$0.51 (-1.10%)
VolumeN/A
Net Assets32.61B
Thornburg Small/Mid Cap Growth R3
Price$29.16
Change-$0.73 (-2.44%)
VolumeN/A
Net Assets217.57M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Aug 02, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. THCRX (218M). 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. PMBPX annual gain was more profitable for investors over the last year : 9.48 vs. THCRX (6.56). PMBPX return over 5 years is better than : 51.04 vs. THCRX (-35.78).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD6.650-1.807-368%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B218M14,954%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.486.56145%
Returns for 3 years39.8329.00137%
Returns for 5 years51.04-35.78-143%
Returns for 10 years99.874.182,388%
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