OEGAX
Price
$29.14
Change
+$0.02 (+0.07%)
Updated
Sep 5 closing price
Net Assets
6.33B
PMBCX
Price
$37.45
Change
+$0.37 (+1.00%)
Updated
Sep 4 closing price
Net Assets
33.13B
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OEGAX vs PMBCX

Header iconOEGAX vs PMBCX Comparison
Open Charts OEGAX vs PMBCXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$29.14
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.33B
Principal MidCap C
Price$37.45
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets33.13B
OEGAX vs PMBCX Comparison Chart in %
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OEGAX vs. PMBCX 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. OEGAX (6.34B). OEGAX (0.00) and PMBCX (0.00) have matching dividends . OEGAX was incepted earlier than PMBCX: OEGAX (25 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than OEGAX (1.05). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBCX (10.50). OEGAX (1000) and PMBCX (1000) have matching initial minimum investment requirements. OEGAX annual gain was more profitable for investors over the last year : 11.78 vs. PMBCX (7.45). PMBCX return over 5 years is better than : 36.28 vs. OEGAX (12.64).
OEGAXPMBCXOEGAX / PMBCX
Total Expense Ratio1.051.7560%
Annual Report Gross Expense Ratio1.051.7560%
Fund Existence25 years19 years-
Gain YTD4.4446.38270%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.34B33.1B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.787.45158%
Returns for 3 years33.7939.5485%
Returns for 5 years12.6436.2835%
Returns for 10 years63.8981.7978%
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