PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
THCRX
Price
$32.72
Change
-$0.03 (-0.09%)
Updated
Dec 26 closing price
Net Assets
223.21M
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PMBMX vs THCRX

Header iconPMBMX vs THCRX Comparison
Open Charts PMBMX vs THCRXBanner chart's image
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
Thornburg Small/Mid Cap Growth R3
Price$32.72
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets223.21M
PMBMX vs THCRX Comparison Chart in %
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PMBMX vs. THCRX 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 THCRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. THCRX (223M). PMBMX pays higher dividends than THCRX: PMBMX (0.02) vs THCRX (0.00). PMBMX was incepted earlier than THCRX: PMBMX (25 years) vs THCRX (23 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 : 5.07 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. THCRX (-36.80).
PMBMXTHCRXPMBMX / THCRX
Total Expense Ratio1.141.4678%
Annual Report Gross Expense Ratio1.141.8861%
Fund Existence25 years23 years-
Gain YTD-3.2807.490-44%
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-5.215.07-103%
Returns for 3 years36.8955.4467%
Returns for 5 years16.99-36.80-46%
Returns for 10 years93.6314.85631%
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