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PMBPX vs THGRX
PMBPX vs THGRX Comparison
Open Charts PMBPX vs THGRX
Thornburg Small/Mid Cap Growth R5
Price$32.75
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets206.24M
PMBPX vs THGRX Comparison Chart
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PMBPX vs. THGRX commentary
May 23, 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 THGRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. THGRX (206M). PMBPX pays higher dividends than THGRX: PMBPX (0.01) vs THGRX (0.00). PMBPX was incepted earlier than THGRX: PMBPX (24 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PMBPX (0.83). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and THGRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. THGRX (-3.08). PMBPX return over 5 years is better than : 63.01 vs. THGRX (-27.22).
| PMBPX | THGRX | PMBPX / THGRX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 1.34 | 62% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.864 | -9.179 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 206M | 14,806% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.96 | -3.08 | -259% |
| Returns for 3 years | 41.09 | 27.63 | 149% |
| Returns for 5 years | 63.01 | -27.22 | -231% |
| Returns for 10 years | 90.00 | 7.48 | 1,203% |
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