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PCBIX vs THCGX
PCBIX vs THCGX Comparison
Open Charts PCBIX vs THCGX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
Thornburg Small/Mid Cap Growth A
Price$31.43
Change+$0.27 (+0.87%)
VolumeN/A
Net Assets217.87M
PCBIX vs THCGX Comparison Chart in %
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PCBIX vs. THCGX commentary
Sep 29, 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 Hold and THCGX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. THCGX (218M). PCBIX pays higher dividends than THCGX: PCBIX (0.12) vs THCGX (0.00). PCBIX was incepted earlier than THCGX: PCBIX (25 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than PCBIX (0.67). THCGX is a more actively managed with annual turnover of: 32.58 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than THCGX: PCBIX (0) vs THCGX (5000). THCGX annual gain was more profitable for investors over the last year : 4.21 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. THCGX (-33.85).
| PCBIX | THCGX | PCBIX / THCGX | |
| Total Expense Ratio | 0.67 | 1.42 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.42 | 47% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 5.564 | 1.094 | 509% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 218M | 15,138% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 2.82 | 4.21 | 67% |
| Returns for 3 years | 57.35 | 49.60 | 116% |
| Returns for 5 years | 50.47 | -33.85 | -149% |
| Returns for 10 years | 128.47 | 22.49 | 571% |
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