PMBMX
Price
$41.91
Change
+$0.07 (+0.17%)
Updated
Nov 12 closing price
Net Assets
31.95B
TCGRX
Price
$33.21
Change
+$0.18 (+0.54%)
Updated
Nov 12 closing price
Net Assets
225.42M
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PMBMX vs TCGRX

Header iconPMBMX vs TCGRX Comparison
Open Charts PMBMX vs TCGRXBanner chart's image
Principal MidCap R3
Price$41.91
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets31.95B
Thornburg Small/Mid Cap Growth R4
Price$33.21
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets225.42M
PMBMX vs TCGRX Comparison Chart in %
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PMBMX vs. TCGRX commentary
Nov 14, 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 PMBMX is a Buy and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. TCGRX (225M). PMBMX pays higher dividends than TCGRX: PMBMX (0.02) vs TCGRX (0.00). PMBMX was incepted earlier than TCGRX: PMBMX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PMBMX (1.14). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBMX (10.50). PMBMX (0) and TCGRX (0) have matching initial minimum investment requirements. TCGRX annual gain was more profitable for investors over the last year : 3.62 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. TCGRX (-34.96).
PMBMXTCGRXPMBMX / TCGRX
Total Expense Ratio1.141.3684%
Annual Report Gross Expense Ratio1.143.4933%
Fund Existence25 years19 years-
Gain YTD2.5956.34041%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32B225M14,222%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.353.62-148%
Returns for 3 years32.8246.9570%
Returns for 5 years28.27-34.96-81%
Returns for 10 years96.9918.56522%
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