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PCBIX vs TCGRX
PCBIX vs TCGRX Comparison
Open Charts PCBIX vs TCGRX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
Thornburg Small/Mid Cap Growth R4
Price$31.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets220.56M
PCBIX vs TCGRX Comparison Chart in %
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PCBIX vs. TCGRX commentary
Sep 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 PCBIX is a StrongBuy and TCGRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. TCGRX (221M). PCBIX pays higher dividends than TCGRX: PCBIX (0.12) vs TCGRX (0.00). PCBIX was incepted earlier than TCGRX: PCBIX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PCBIX (0.67). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PCBIX (10.50). PCBIX (0) and TCGRX (0) have matching initial minimum investment requirements. TCGRX (9.44) and PCBIX (9.41) have marching annual gain over last year. PCBIX return over 5 years is better than : 49.14 vs. TCGRX (-35.31).
| PCBIX | TCGRX | PCBIX / TCGRX | |
| Total Expense Ratio | 0.67 | 1.36 | 49% |
| Annual Report Gross Expense Ratio | 0.67 | 3.49 | 19% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.135 | 1.377 | 518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 221M | 15,113% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 9.44 | 100% |
| Returns for 3 years | 47.03 | 40.59 | 116% |
| Returns for 5 years | 49.14 | -35.31 | -139% |
| Returns for 10 years | 116.70 | 15.97 | 731% |
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