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PMBPX vs THGRX
PMBPX vs THGRX Comparison
Open Charts PMBPX vs THGRX
Thornburg Small/Mid Cap Growth R5
Price$33.17
Change-$0.77 (-2.27%)
VolumeN/A
Net Assets207.48M
PMBPX vs THGRX Comparison Chart
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PMBPX vs. THGRX commentary
Jun 16, 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. THGRX (207M). PMBPX pays higher dividends than THGRX: PMBPX (0.01) vs THGRX (0.00). PMBPX was incepted earlier than THGRX: PMBPX (25 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PMBPX (0.83). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBPX (10.50). PMBPX (0) and THGRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. THGRX (0.64). PMBPX return over 5 years is better than : 54.31 vs. THGRX (-28.14).
| PMBPX | THGRX | PMBPX / THGRX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 1.34 | 62% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 1.933 | -8.014 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 207M | 14,783% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 10.26 | 0.64 | 1,611% |
| Returns for 3 years | 49.52 | 40.25 | 123% |
| Returns for 5 years | 54.31 | -28.14 | -193% |
| Returns for 10 years | 92.68 | 8.47 | 1,094% |