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PCBIX vs THGRX
PCBIX vs THGRX Comparison
Open Charts PCBIX vs THGRX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
Thornburg Small/Mid Cap Growth R5
Price$35.22
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets214.6M
PCBIX vs THGRX Comparison Chart in %
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PCBIX vs. THGRX 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. THGRX (215M). PCBIX pays higher dividends than THGRX: PCBIX (0.12) vs THGRX (0.00). PCBIX was incepted earlier than THGRX: PCBIX (24 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PCBIX (0.67). THGRX is a more actively managed with annual turnover of: 32.58 vs. PCBIX (10.50). PCBIX (0) and THGRX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. THGRX (2.74). PCBIX return over 5 years is better than : 46.92 vs. THGRX (-31.68).
| PCBIX | THGRX | PCBIX / THGRX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 1.34 | 50% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 5.901 | -2.329 | -253% |
| 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 | 2.74 | 341% |
| Returns for 3 years | 31.62 | 22.29 | 142% |
| Returns for 5 years | 46.92 | -31.68 | -148% |
| Returns for 10 years | 101.31 | 16.78 | 604% |
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