PMBPX
Price
$44.73
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
THCRX
Price
$32.34
Change
+$0.17 (+0.53%)
Updated
Nov 12 closing price
Net Assets
225.42M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$44.73
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
Thornburg Small/Mid Cap Growth R3
Price$32.34
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets225.42M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX 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 THCRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. THCRX (225M). PMBPX pays higher dividends than THCRX: PMBPX (0.01) vs THCRX (0.00). PMBPX was incepted earlier than THCRX: PMBPX (25 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than PMBPX (0.83). THCRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and THCRX (0) have matching initial minimum investment requirements. THCRX annual gain was more profitable for investors over the last year : 3.49 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. THCRX (-35.82).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD2.9226.24247%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32B225M14,222%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.823.49-138%
Returns for 3 years34.8246.4775%
Returns for 5 years31.53-35.82-88%
Returns for 10 years106.9916.25659%
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