PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
THCGX
Price
$31.92
Change
-$1.11 (-3.36%)
Updated
Nov 13 closing price
Net Assets
217.69M
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PMBPX vs THCGX

Header iconPMBPX vs THCGX Comparison
Open Charts PMBPX vs THCGXBanner chart's image
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
Thornburg Small/Mid Cap Growth A
Price$31.92
Change-$1.11 (-3.36%)
VolumeN/A
Net Assets217.69M
PMBPX vs THCGX Comparison Chart in %
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PMBPX vs. THCGX commentary
Nov 14, 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 THCGX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. THCGX (218M). PMBPX pays higher dividends than THCGX: PMBPX (0.01) vs THCGX (0.00). PMBPX was incepted earlier than THCGX: PMBPX (25 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than PMBPX (0.83). THCGX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than THCGX: PMBPX (0) vs THCGX (5000). THCGX annual gain was more profitable for investors over the last year : 3.51 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. THCGX (-35.15).
PMBPXTHCGXPMBPX / THCGX
Total Expense Ratio0.831.4258%
Annual Report Gross Expense Ratio0.831.4258%
Fund Existence25 years25 years-
Gain YTD2.9226.24047%
Front LoadN/A5%-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B218M14,679%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.823.51-137%
Returns for 3 years34.8246.6075%
Returns for 5 years31.53-35.15-90%
Returns for 10 years106.9918.39582%
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