PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
THGRX
Price
$35.76
Change
+$0.39 (+1.10%)
Updated
Jul 25 closing price
Net Assets
219.57M
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PMBPX vs THGRX

Header iconPMBPX vs THGRX Comparison
Open Charts PMBPX vs THGRXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Thornburg Small/Mid Cap Growth R5
Price$35.76
Change+$0.39 (+1.10%)
VolumeN/A
Net Assets219.57M
PMBPX vs THGRX Comparison Chart in %
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PMBPX vs. THGRX 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 THGRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. THGRX (220M). 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 : 13.61 vs. THGRX (7.45). PMBPX return over 5 years is better than : 56.25 vs. THGRX (-27.86).
PMBPXTHGRXPMBPX / THGRX
Total Expense Ratio0.830.9587%
Annual Report Gross Expense Ratio0.831.3462%
Fund Existence25 years20 years-
Gain YTD8.606-0.832-1,034%
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 year13.617.45183%
Returns for 3 years49.3840.40122%
Returns for 5 years56.25-27.86-202%
Returns for 10 years107.2718.41583%
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