PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
THGRX
Price
$36.97
Change
-$0.05 (-0.14%)
Updated
Oct 17 closing price
Net Assets
218.26M
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PEMGX vs THGRX

Header iconPEMGX vs THGRX Comparison
Open Charts PEMGX vs THGRXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
Thornburg Small/Mid Cap Growth R5
Price$36.97
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets218.26M
PEMGX vs THGRX Comparison Chart in %
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PEMGX vs. THGRX commentary
Oct 19, 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 PEMGX is a Buy and THGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. THGRX (218M). PEMGX (0.00) and THGRX (0.00) have matching dividends . PEMGX was incepted earlier than THGRX: PEMGX (20 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PEMGX (0.91). THGRX is a more actively managed with annual turnover of: 32.58 vs. PEMGX (10.50). THGRX has a lower initial minimum investment than PEMGX: THGRX (0) vs PEMGX (1000). THGRX annual gain was more profitable for investors over the last year : 2.32 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. THGRX (-32.52).
PEMGXTHGRXPEMGX / THGRX
Total Expense Ratio0.910.9596%
Annual Report Gross Expense Ratio0.911.3468%
Fund Existence20 years20 years-
Gain YTD2.2062.52487%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B218M14,587%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.032.32-130%
Returns for 3 years48.5749.2599%
Returns for 5 years35.03-32.52-108%
Returns for 10 years99.1827.70358%
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