PMBMX
Price
$42.04
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
31.93B
THCRX
Price
$31.46
Change
+$0.37 (+1.19%)
Updated
Oct 20 closing price
Net Assets
218.26M
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PMBMX vs THCRX

Header iconPMBMX vs THCRX Comparison
Open Charts PMBMX vs THCRXBanner chart's image
Principal MidCap R3
Price$42.04
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets31.93B
Thornburg Small/Mid Cap Growth R3
Price$31.46
Change+$0.37 (+1.19%)
VolumeN/A
Net Assets218.26M
PMBMX vs THCRX Comparison Chart in %
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PMBMX vs. THCRX commentary
Oct 21, 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 THCRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. THCRX (218M). PMBMX pays higher dividends than THCRX: PMBMX (0.02) vs THCRX (0.00). PMBMX was incepted earlier than THCRX: PMBMX (25 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than PMBMX (1.14). THCRX is a more actively managed with annual turnover of: 32.58 vs. PMBMX (10.50). PMBMX (0) and THCRX (0) have matching initial minimum investment requirements. THCRX annual gain was more profitable for investors over the last year : 2.95 vs. PMBMX (-2.82). PMBMX return over 5 years is better than : 36.08 vs. THCRX (-36.17).
PMBMXTHCRXPMBMX / THCRX
Total Expense Ratio1.141.4678%
Annual Report Gross Expense Ratio1.141.8861%
Fund Existence25 years22 years-
Gain YTD2.9133.35187%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B218M14,633%
Annual Yield % from dividends0.020.00-
Returns for 1 year-2.822.95-96%
Returns for 3 years50.5551.6998%
Returns for 5 years36.08-36.17-100%
Returns for 10 years93.1513.86672%
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