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PCBIX vs THGRX
PCBIX vs THGRX Comparison
Open Charts PCBIX vs THGRX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
Thornburg Small/Mid Cap Growth R5
Price$36.59
Change+$0.31 (+0.85%)
VolumeN/A
Net Assets217.87M
PCBIX vs THGRX Comparison Chart in %
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PCBIX vs. THGRX 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. THGRX (218M). PCBIX pays higher dividends than THGRX: PCBIX (0.12) vs THGRX (0.00). PCBIX was incepted earlier than THGRX: PCBIX (25 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. THGRX annual gain was more profitable for investors over the last year : 4.72 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. THGRX (-29.05).
| PCBIX | THGRX | PCBIX / THGRX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 1.34 | 50% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 5.564 | 1.470 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | 4.72 | 60% |
| Returns for 3 years | 57.35 | 51.76 | 111% |
| Returns for 5 years | 50.47 | -29.05 | -174% |
| Returns for 10 years | 128.47 | 34.77 | 369% |
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