PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
THCGX
Price
$30.75
Change
+$0.34 (+1.12%)
Updated
Jul 25 closing price
Net Assets
219.57M
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PMBJX vs THCGX

Header iconPMBJX vs THCGX Comparison
Open Charts PMBJX vs THCGXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Thornburg Small/Mid Cap Growth A
Price$30.75
Change+$0.34 (+1.12%)
VolumeN/A
Net Assets219.57M
PMBJX vs THCGX Comparison Chart in %
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PMBJX vs. THCGX commentary
Jul 28, 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 THCGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. THCGX (220M). PMBJX pays higher dividends than THCGX: PMBJX (0.06) vs THCGX (0.00). PMBJX was incepted earlier than THCGX: PMBJX (24 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than PMBJX (0.78). THCGX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than THCGX: PMBJX (1000) vs THCGX (5000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. THCGX (6.92). PMBJX return over 5 years is better than : 55.02 vs. THCGX (-32.68).
PMBJXTHCGXPMBJX / THCGX
Total Expense Ratio0.781.4255%
Annual Report Gross Expense Ratio0.781.4255%
Fund Existence24 years25 years-
Gain YTD8.650-1.094-791%
Front LoadN/A5%-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B220M15,091%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.476.92195%
Returns for 3 years48.8838.39127%
Returns for 5 years55.02-32.68-168%
Returns for 10 years103.267.671,347%
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