PMBPX
Price
$44.36
Change
-$0.11 (-0.25%)
Updated
Dec 5 closing price
Net Assets
31.49B
THCGX
Price
$33.89
Change
-$0.11 (-0.32%)
Updated
Dec 5 closing price
Net Assets
228.89M
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PMBPX vs THCGX

Header iconPMBPX vs THCGX Comparison
Open Charts PMBPX vs THCGXBanner chart's image
Principal MidCap R5
Price$44.36
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets31.49B
Thornburg Small/Mid Cap Growth A
Price$33.89
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets228.89M
PMBPX vs THCGX Comparison Chart in %
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PMBPX vs. THCGX commentary
Dec 07, 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 Hold and THCGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. THCGX (229M). 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 : 2.48 vs. PMBPX (-7.11). PMBPX return over 5 years is better than : 25.93 vs. THCGX (-32.26).
PMBPXTHCGXPMBPX / THCGX
Total Expense Ratio0.831.4258%
Annual Report Gross Expense Ratio0.831.4258%
Fund Existence25 years25 years-
Gain YTD2.0719.00623%
Front LoadN/A5%-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.5B229M13,755%
Annual Yield % from dividends0.010.00-
Returns for 1 year-7.112.48-287%
Returns for 3 years37.1453.0770%
Returns for 5 years25.93-32.26-80%
Returns for 10 years100.5717.96560%
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