PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
THCRX
Price
$29.76
Change
+$0.37 (+1.26%)
Updated
Jul 3 closing price
Net Assets
219.21M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Thornburg Small/Mid Cap Growth R3
Price$29.76
Change+$0.37 (+1.26%)
VolumeN/A
Net Assets219.21M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Jul 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 StrongBuy and THCRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. THCRX (219M). 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. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. THCRX (6.10). PMBPX return over 5 years is better than : 59.60 vs. THCRX (-33.50).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD7.041-2.234-315%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B219M14,749%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.416.10253%
Returns for 3 years52.3942.32124%
Returns for 5 years59.60-33.50-178%
Returns for 10 years104.464.752,198%
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