PMBMX
Price
$43.65
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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PMBMX vs THCGX

Header iconPMBMX vs THCGX Comparison
Open Charts PMBMX vs THCGXBanner chart's image
Principal MidCap R3
Price$43.65
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
PMBMX vs THCGX Comparison Chart in %
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PMBMX 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 PMBMX is a StrongBuy and THCGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. THCGX (219M). PMBMX pays higher dividends than THCGX: PMBMX (0.02) vs THCGX (0.00). PMBMX was incepted earlier than THCGX: PMBMX (25 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than PMBMX (1.14). THCGX is a more actively managed with annual turnover of: 32.58 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than THCGX: PMBMX (0) vs THCGX (5000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. THCGX (6.15). PMBMX return over 5 years is better than : 55.71 vs. THCGX (-32.74).
PMBMXTHCGXPMBMX / THCGX
Total Expense Ratio1.141.4280%
Annual Report Gross Expense Ratio1.141.4280%
Fund Existence25 years25 years-
Gain YTD6.854-2.219-309%
Front LoadN/A5%-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B219M14,749%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.806.15241%
Returns for 3 years50.1942.52118%
Returns for 5 years55.71-32.74-170%
Returns for 10 years94.746.701,413%
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