PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
TCGRX
Price
$31.66
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
220.56M
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PMBPX vs TCGRX

Header iconPMBPX vs TCGRX Comparison
Open Charts PMBPX vs TCGRXBanner chart's image
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
Thornburg Small/Mid Cap Growth R4
Price$31.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets220.56M
PMBPX vs TCGRX Comparison Chart in %
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PMBPX vs. TCGRX commentary
Sep 09, 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 PMBPX is a StrongBuy and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. TCGRX (221M). PMBPX pays higher dividends than TCGRX: PMBPX (0.01) vs TCGRX (0.00). PMBPX was incepted earlier than TCGRX: PMBPX (25 years) vs TCGRX (19 years). TCGRX (3.49) is less costly to investors than PMBPX (0.83). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and TCGRX (0) have matching initial minimum investment requirements. TCGRX (9.44) and PMBPX (9.16) have marching annual gain over last year. PMBPX return over 5 years is better than : 47.38 vs. TCGRX (-35.31).
PMBPXTCGRXPMBPX / TCGRX
Total Expense Ratio0.831.3661%
Annual Report Gross Expense Ratio0.833.4924%
Fund Existence25 years19 years-
Gain YTD7.0181.377510%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B221M15,113%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.169.4497%
Returns for 3 years46.0440.59113%
Returns for 5 years47.38-35.31-134%
Returns for 10 years111.6315.97699%
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