PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
THCRX
Price
$30.84
Change
+$0.06 (+0.19%)
Updated
Sep 5 closing price
Net Assets
220.9M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
Thornburg Small/Mid Cap Growth R3
Price$30.84
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets220.9M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Sep 08, 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 THCRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. THCRX (221M). 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 (9.32) and PMBPX (9.16) have marching annual gain over last year. PMBPX return over 5 years is better than : 47.38 vs. THCRX (-36.15).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD7.0181.314534%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33B221M14,932%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.169.3298%
Returns for 3 years46.0440.18115%
Returns for 5 years47.38-36.15-131%
Returns for 10 years111.6313.76811%
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