PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
THGRX
Price
$30.54
Change
+$0.83 (+2.79%)
Updated
Apr 24 closing price
Net Assets
195.02M
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PMBPX vs THGRX

Header iconPMBPX vs THGRX Comparison
Open Charts PMBPX vs THGRXBanner chart's image
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
Thornburg Small/Mid Cap Growth R5
Price$30.54
Change+$0.83 (+2.79%)
VolumeN/A
Net Assets195.02M
PMBPX vs THGRX Comparison Chart
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PMBPX vs. THGRX commentary
Apr 25, 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 THGRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. THGRX (195M). 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 (0.84). THGRX is a more actively managed with annual turnover of: 57.56 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 : 6.75 vs. THGRX (-5.62). PMBPX return over 5 years is better than : 68.04 vs. THGRX (-24.59).
PMBPXTHGRXPMBPX / THGRX
Total Expense Ratio0.840.9588%
Annual Report Gross Expense Ratio0.841.3463%
Fund Existence24 years20 years-
Gain YTD-3.037-15.30820%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B195M14,821%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.75-5.62-120%
Returns for 3 years21.733.63599%
Returns for 5 years68.04-24.59-277%
Returns for 10 years82.65-0.07-126,305%
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