PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
TCGRX
Price
$33.60
Change
-$0.04 (-0.12%)
Updated
Dec 26 closing price
Net Assets
223.21M
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PMBMX vs TCGRX

Header iconPMBMX vs TCGRX Comparison
Open Charts PMBMX vs TCGRXBanner chart's image
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
Thornburg Small/Mid Cap Growth R4
Price$33.60
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets223.21M
PMBMX vs TCGRX Comparison Chart in %
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PMBMX vs. TCGRX commentary
Dec 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 PMBMX is a Hold and TCGRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. TCGRX (223M). 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 : 5.16 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. TCGRX (-36.02).
PMBMXTCGRXPMBMX / TCGRX
Total Expense Ratio1.141.3684%
Annual Report Gross Expense Ratio1.143.4933%
Fund Existence25 years19 years-
Gain YTD-3.2807.589-43%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B223M13,991%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.215.16-101%
Returns for 3 years36.8955.9266%
Returns for 5 years16.99-36.02-47%
Returns for 10 years93.6317.07548%
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