PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
THCGX
Price
$30.75
Change
+$0.34 (+1.12%)
Updated
Jul 25 closing price
Net Assets
219.57M
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PMBPX vs THCGX

Header iconPMBPX vs THCGX Comparison
Open Charts PMBPX vs THCGXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Thornburg Small/Mid Cap Growth A
Price$30.75
Change+$0.34 (+1.12%)
VolumeN/A
Net Assets219.57M
PMBPX vs THCGX Comparison Chart in %
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PMBPX vs. THCGX commentary
Jul 28, 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 THCGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. THCGX (220M). 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). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. THCGX (6.92). PMBPX return over 5 years is better than : 56.25 vs. THCGX (-32.68).
PMBPXTHCGXPMBPX / THCGX
Total Expense Ratio0.831.4258%
Annual Report Gross Expense Ratio0.831.4258%
Fund Existence25 years25 years-
Gain YTD8.606-1.094-787%
Front LoadN/A5%-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B220M15,091%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.616.92197%
Returns for 3 years49.3838.39129%
Returns for 5 years56.25-32.68-172%
Returns for 10 years107.277.671,399%
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