PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
TCGRX
Price
$31.92
Change
-$0.04 (-0.13%)
Updated
Oct 17 closing price
Net Assets
218.26M
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PMBJX vs TCGRX

Header iconPMBJX vs TCGRX Comparison
Open Charts PMBJX vs TCGRXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
Thornburg Small/Mid Cap Growth R4
Price$31.92
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets218.26M
PMBJX vs TCGRX Comparison Chart in %
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PMBJX vs. TCGRX 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 PMBJX is a Buy and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. TCGRX (218M). PMBJX pays higher dividends than TCGRX: PMBJX (0.06) vs TCGRX (0.00). PMBJX was incepted earlier than TCGRX: PMBJX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PMBJX (0.78). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). TCGRX has a lower initial minimum investment than PMBJX: TCGRX (0) vs PMBJX (1000). TCGRX annual gain was more profitable for investors over the last year : 1.92 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. TCGRX (-36.89).
PMBJXTCGRXPMBJX / TCGRX
Total Expense Ratio0.781.3657%
Annual Report Gross Expense Ratio0.783.4922%
Fund Existence25 years19 years-
Gain YTD2.3032.209104%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B218M14,633%
Annual Yield % from dividends0.060.00-
Returns for 1 year-3.031.92-158%
Returns for 3 years48.6747.44103%
Returns for 5 years34.98-36.89-95%
Returns for 10 years98.6116.28606%
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