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OEGAX vs PCBIX
OEGAX vs PCBIX Comparison
Open Charts OEGAX vs PCBIX
Invesco Discovery Mid Cap Growth A
Price$29.14
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.33B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
OEGAX vs PCBIX Comparison Chart in %
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OEGAX vs. PCBIX commentary
Sep 07, 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: 33.1B vs. OEGAX (6.34B). PCBIX pays higher dividends than OEGAX: PCBIX (0.12) vs OEGAX (0.00). OEGAX was incepted earlier than PCBIX: OEGAX (25 years) vs PCBIX (25 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). OEGAX annual gain was more profitable for investors over the last year : 11.78 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. OEGAX (12.64).
| 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 | 25 years | - |
| Gain YTD | 4.444 | 7.135 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 33.1B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 11.78 | 9.41 | 125% |
| Returns for 3 years | 33.79 | 47.03 | 72% |
| Returns for 5 years | 12.64 | 49.14 | 26% |
| Returns for 10 years | 63.89 | 116.70 | 55% |
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