PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
TCGRX
Price
$30.91
Change
+$0.34 (+1.11%)
Updated
Jul 25 closing price
Net Assets
219.57M
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PMBPX vs TCGRX

Header iconPMBPX vs TCGRX Comparison
Open Charts PMBPX vs TCGRXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Thornburg Small/Mid Cap Growth R4
Price$30.91
Change+$0.34 (+1.11%)
VolumeN/A
Net Assets219.57M
PMBPX vs TCGRX Comparison Chart in %
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PMBPX vs. TCGRX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. TCGRX (220M). PMBPX pays higher dividends than TCGRX: PMBPX (0.01) vs TCGRX (0.00). PMBPX was incepted earlier than TCGRX: PMBPX (25 years) vs TCGRX (18 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. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. TCGRX (7.03). PMBPX return over 5 years is better than : 56.25 vs. TCGRX (-32.53).
PMBPXTCGRXPMBPX / TCGRX
Total Expense Ratio0.831.3661%
Annual Report Gross Expense Ratio0.833.4924%
Fund Existence25 years18 years-
Gain YTD8.606-1.025-840%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B220M15,091%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.617.03194%
Returns for 3 years49.3838.73127%
Returns for 5 years56.25-32.53-173%
Returns for 10 years107.277.811,373%
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