PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
THCRX
Price
$30.10
Change
+$0.32 (+1.07%)
Updated
Jul 25 closing price
Net Assets
219.57M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Thornburg Small/Mid Cap Growth R3
Price$30.10
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets219.57M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Jul 27, 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: 33.2B vs. THCRX (220M). 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 : 13.61 vs. THCRX (6.89). PMBPX return over 5 years is better than : 56.25 vs. THCRX (-33.44).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD8.606-1.117-770%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B220M15,091%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.616.89198%
Returns for 3 years49.3838.26129%
Returns for 5 years56.25-33.44-168%
Returns for 10 years107.275.691,886%
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