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OEGAX vs PCBIX
OEGAX vs PCBIX Comparison
Open Charts OEGAX vs PCBIX
Invesco Discovery Mid Cap Growth A
Price$28.68
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets6.3B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGAX vs PCBIX Comparison Chart in %
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OEGAX vs. PCBIX 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 OEGAX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OEGAX (6.3B). PCBIX pays higher dividends than OEGAX: PCBIX (0.12) vs OEGAX (0.00). OEGAX was incepted earlier than PCBIX: OEGAX (25 years) vs PCBIX (24 years). OEGAX (1.05) is less costly to investors than PCBIX (0.67). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OEGAX: PCBIX (0) vs OEGAX (1000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OEGAX (8.02). PCBIX return over 5 years is better than : 46.92 vs. OEGAX (9.22).
| OEGAX | PCBIX | OEGAX / PCBIX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.05 | 0.67 | 157% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 2.796 | 5.901 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 8.02 | 9.35 | 86% |
| Returns for 3 years | 20.71 | 31.62 | 65% |
| Returns for 5 years | 9.22 | 46.92 | 20% |
| Returns for 10 years | 53.29 | 101.31 | 53% |
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