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PMBCX vs THGRX
PMBCX vs THGRX Comparison
Open Charts PMBCX vs THGRX
Thornburg Small/Mid Cap Growth R5
Price$38.95
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets223.54M
PMBCX vs THGRX Comparison Chart in %
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PMBCX vs. THGRX commentary
Dec 27, 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 PMBCX is a Hold and THGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. THGRX (224M). PMBCX (0.00) and THGRX (0.00) have matching dividends . PMBCX was incepted earlier than THGRX: PMBCX (19 years) vs THGRX (20 years). PMBCX (1.75) is less costly to investors than THGRX (1.34). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBCX (10.50). THGRX has a lower initial minimum investment than PMBCX: THGRX (0) vs PMBCX (1000). THGRX annual gain was more profitable for investors over the last year : 6.12 vs. PMBCX (-6.89). PMBCX return over 5 years is better than : 9.70 vs. THGRX (-31.86).
| PMBCX | THGRX | PMBCX / THGRX | |
| Total Expense Ratio | 1.75 | 0.95 | 184% |
| Annual Report Gross Expense Ratio | 1.75 | 1.34 | 131% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | -4.929 | 8.125 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 224M | 13,929% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.89 | 6.12 | -113% |
| Returns for 3 years | 31.48 | 56.84 | 55% |
| Returns for 5 years | 9.70 | -31.86 | -30% |
| Returns for 10 years | 74.71 | 30.01 | 249% |
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