PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
THCRX
Price
$29.64
Change
-$0.06 (-0.20%)
Updated
Aug 15 closing price
Net Assets
214.6M
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PMBPX vs THCRX

Header iconPMBPX vs THCRX Comparison
Open Charts PMBPX vs THCRXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
Thornburg Small/Mid Cap Growth R3
Price$29.64
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets214.6M
PMBPX vs THCRX Comparison Chart in %
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PMBPX vs. THCRX commentary
Aug 18, 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: 32.5B vs. THCRX (215M). 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 : 9.12 vs. THCRX (2.24). PMBPX return over 5 years is better than : 45.20 vs. THCRX (-36.95).
PMBPXTHCRXPMBPX / THCRX
Total Expense Ratio0.831.4657%
Annual Report Gross Expense Ratio0.831.8844%
Fund Existence25 years22 years-
Gain YTD5.798-2.628-221%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B215M15,116%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.122.24407%
Returns for 3 years30.7520.44150%
Returns for 5 years45.20-36.95-122%
Returns for 10 years96.674.262,271%
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