PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
THCGX
Price
$30.40
Change
+$0.38 (+1.27%)
Updated
Jul 3 closing price
Net Assets
219.21M
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PMBJX vs THCGX

Header iconPMBJX vs THCGX Comparison
Open Charts PMBJX vs THCGXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Thornburg Small/Mid Cap Growth A
Price$30.40
Change+$0.38 (+1.27%)
VolumeN/A
Net Assets219.21M
PMBJX vs THCGX Comparison Chart in %
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PMBJX vs. THCGX 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 THCGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. THCGX (219M). 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 : 15.26 vs. THCGX (6.15). PMBJX return over 5 years is better than : 58.39 vs. THCGX (-32.74).
PMBJXTHCGXPMBJX / THCGX
Total Expense Ratio0.781.4255%
Annual Report Gross Expense Ratio0.781.4255%
Fund Existence24 years25 years-
Gain YTD7.057-2.219-318%
Front LoadN/A5%-
Min. Initial Investment1000500020%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B219M14,749%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.266.15248%
Returns for 3 years51.7942.52122%
Returns for 5 years58.39-32.74-178%
Returns for 10 years100.466.701,498%
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