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OEGAX vs PMBJX
OEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJX
Invesco Discovery Mid Cap Growth A
Price$28.96
Change+$0.33 (+1.15%)
VolumeN/A
Net Assets6.46B
OEGAX vs PMBJX Comparison Chart in %
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OEGAX vs. PMBJX commentary
Jul 06, 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OEGAX (6.46B). PMBJX pays higher dividends than OEGAX: PMBJX (0.06) vs OEGAX (0.00). OEGAX was incepted earlier than PMBJX: OEGAX (25 years) vs PMBJX (24 years). OEGAX (1.05) is less costly to investors than PMBJX (0.78). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. OEGAX (9.57). PMBJX return over 5 years is better than : 58.39 vs. OEGAX (16.35).
| OEGAX | PMBJX | OEGAX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.05 | 0.78 | 135% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.799 | 7.057 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 32.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 9.57 | 15.26 | 63% |
| Returns for 3 years | 42.66 | 51.79 | 82% |
| Returns for 5 years | 16.35 | 58.39 | 28% |
| Returns for 10 years | 58.95 | 100.46 | 59% |
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