PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
TCGRX
Price
$30.55
Change
+$0.38 (+1.26%)
Updated
Jul 3 closing price
Net Assets
219.21M
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PMBJX vs TCGRX

Header iconPMBJX vs TCGRX Comparison
Open Charts PMBJX vs TCGRXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Thornburg Small/Mid Cap Growth R4
Price$30.55
Change+$0.38 (+1.26%)
VolumeN/A
Net Assets219.21M
PMBJX vs TCGRX Comparison Chart in %
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PMBJX vs. TCGRX commentary
Jul 07, 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 StrongBuy and TCGRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. TCGRX (219M). PMBJX pays higher dividends than TCGRX: PMBJX (0.06) vs TCGRX (0.00). PMBJX was incepted earlier than TCGRX: PMBJX (24 years) vs TCGRX (18 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. TCGRX (6.19). PMBJX return over 5 years is better than : 58.39 vs. TCGRX (-32.61).
PMBJXTCGRXPMBJX / TCGRX
Total Expense Ratio0.781.3657%
Annual Report Gross Expense Ratio0.783.4922%
Fund Existence24 years18 years-
Gain YTD7.057-2.177-324%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B219M14,749%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.266.19247%
Returns for 3 years51.7942.76121%
Returns for 5 years58.39-32.61-179%
Returns for 10 years100.466.821,473%
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