PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
TCGRX
Price
$31.92
Change
-$0.04 (-0.13%)
Updated
Oct 17 closing price
Net Assets
218.26M
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PMBPX vs TCGRX

Header iconPMBPX vs TCGRX Comparison
Open Charts PMBPX vs TCGRXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
Thornburg Small/Mid Cap Growth R4
Price$31.92
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets218.26M
PMBPX vs TCGRX Comparison Chart in %
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PMBPX vs. TCGRX commentary
Oct 19, 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 Buy and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. TCGRX (218M). 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 annual gain was more profitable for investors over the last year : 1.92 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. TCGRX (-36.89).
PMBPXTCGRXPMBPX / TCGRX
Total Expense Ratio0.831.3661%
Annual Report Gross Expense Ratio0.833.4924%
Fund Existence25 years19 years-
Gain YTD2.3012.209104%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B218M14,587%
Annual Yield % from dividends0.010.00-
Returns for 1 year-2.881.92-150%
Returns for 3 years49.2647.44104%
Returns for 5 years36.06-36.89-98%
Returns for 10 years102.5716.28630%
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