PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
TCGRX
Price
$31.62
Change
-$0.62 (-1.92%)
Updated
Feb 3 closing price
Net Assets
210.96M
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PMBPX vs TCGRX

Header iconPMBPX vs TCGRX Comparison
Open Charts PMBPX vs TCGRXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
Thornburg Small/Mid Cap Growth R4
Price$31.62
Change-$0.62 (-1.92%)
VolumeN/A
Net Assets210.96M
PMBPX vs TCGRX Comparison Chart in %
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PMBPX vs. TCGRX commentary
Feb 04, 2026

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 Hold and TCGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. TCGRX (211M). PMBPX (0.00) and TCGRX (0.00) have matching dividends . PMBPX was incepted earlier than TCGRX: PMBPX (25 years) vs TCGRX (19 years). TCGRX (4.71) is less costly to investors than PMBPX (0.83). TCGRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (13.70). PMBPX (0) and TCGRX (0) have matching initial minimum investment requirements. TCGRX annual gain was more profitable for investors over the last year : -1.31 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. TCGRX (-42.88).
PMBPXTCGRXPMBPX / TCGRX
Total Expense Ratio0.831.2069%
Annual Report Gross Expense Ratio0.834.7118%
Fund Existence25 years19 years-
Gain YTD-2.931-3.00697%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B211M14,360%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-1.31852%
Returns for 3 years21.0031.7566%
Returns for 5 years12.76-42.88-30%
Returns for 10 years119.3937.90315%
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