PMBCX
Price
$35.64
Change
+$0.17 (+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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PMBCX vs THGRX

Header iconPMBCX vs THGRX Comparison
Open Charts PMBCX vs THGRXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+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
PMBCX vs THGRX Comparison Chart in %
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PMBCX 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 PMBCX is a Buy and THGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. THGRX (218M). 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 : 2.32 vs. PMBCX (-4.45). PMBCX return over 5 years is better than : 25.71 vs. THGRX (-32.52).
PMBCXTHGRXPMBCX / THGRX
Total Expense Ratio1.750.95184%
Annual Report Gross Expense Ratio1.751.34131%
Fund Existence19 years20 years-
Gain YTD1.5382.52461%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B218M14,587%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.452.32-191%
Returns for 3 years42.5649.2586%
Returns for 5 years25.71-32.52-79%
Returns for 10 years73.9427.70267%
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