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PCBIX vs THCRX
PCBIX vs THCRX Comparison
Open Charts PCBIX vs THCRX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
Thornburg Small/Mid Cap Growth R3
Price$30.84
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets220.9M
PCBIX vs THCRX Comparison Chart in %
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PCBIX vs. THCRX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. THCRX (221M). PCBIX pays higher dividends than THCRX: PCBIX (0.12) vs THCRX (0.00). PCBIX was incepted earlier than THCRX: PCBIX (25 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 (9.41) and THCRX (9.32) have marching annual gain over last year. PCBIX return over 5 years is better than : 49.14 vs. THCRX (-36.15).
| PCBIX | THCRX | PCBIX / THCRX | |
| Total Expense Ratio | 0.67 | 1.46 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.88 | 36% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 7.135 | 1.314 | 543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 221M | 14,932% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 9.32 | 101% |
| Returns for 3 years | 47.03 | 40.18 | 117% |
| Returns for 5 years | 49.14 | -36.15 | -136% |
| Returns for 10 years | 116.70 | 13.76 | 848% |
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