PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
TCGRX
Price
$28.68
Change
-$0.67 (-2.28%)
Updated
Jun 13 closing price
Net Assets
207.48M
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PMBJX vs TCGRX

Header iconPMBJX vs TCGRX Comparison
Open Charts PMBJX vs TCGRXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Thornburg Small/Mid Cap Growth R4
Price$28.68
Change-$0.67 (-2.28%)
VolumeN/A
Net Assets207.48M
PMBJX vs TCGRX Comparison Chart
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PMBJX vs. TCGRX commentary
Jun 15, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. TCGRX (207M). 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 : 10.12 vs. TCGRX (0.21). PMBJX return over 5 years is better than : 53.13 vs. TCGRX (-32.80).
PMBJXTCGRXPMBJX / TCGRX
Total Expense Ratio0.781.3657%
Annual Report Gross Expense Ratio0.783.4922%
Fund Existence24 years18 years-
Gain YTD1.960-8.165-24%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B207M14,783%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.120.214,826%
Returns for 3 years48.9638.55127%
Returns for 5 years53.13-32.80-162%
Returns for 10 years88.94-1.24-7,174%
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