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PCBIX vs THCRX
PCBIX vs THCRX Comparison
Open Charts PCBIX vs THCRX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
Thornburg Small/Mid Cap Growth R3
Price$29.64
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets214.6M
PCBIX vs THCRX Comparison Chart in %
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PCBIX vs. THCRX commentary
Aug 18, 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 THCRX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. THCRX (215M). PCBIX pays higher dividends than THCRX: PCBIX (0.12) vs THCRX (0.00). PCBIX was incepted earlier than THCRX: PCBIX (24 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than PCBIX (0.67). THCRX is a more actively managed with annual turnover of: 32.58 vs. PCBIX (10.50). PCBIX (0) and THCRX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. THCRX (2.24). PCBIX return over 5 years is better than : 46.92 vs. THCRX (-36.95).
| PCBIX | THCRX | PCBIX / THCRX | |
| Total Expense Ratio | 0.67 | 1.46 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.88 | 36% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 5.901 | -2.628 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 215M | 15,116% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.35 | 2.24 | 417% |
| Returns for 3 years | 31.62 | 20.44 | 155% |
| Returns for 5 years | 46.92 | -36.95 | -127% |
| Returns for 10 years | 101.31 | 4.26 | 2,380% |
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