OEGAX
Price
$28.44
Change
-$1.48 (-4.95%)
Updated
Feb 3 closing price
Net Assets
6.39B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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OEGAX vs PMBJX

Header iconOEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$28.44
Change-$1.48 (-4.95%)
VolumeN/A
Net Assets6.39B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
OEGAX vs PMBJX Comparison Chart in %
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OEGAX vs. PMBJX commentary
Feb 04, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. OEGAX (6.39B). OEGAX (0.00) and PMBJX (0.00) have matching dividends . OEGAX was incepted earlier than PMBJX: OEGAX (25 years) vs PMBJX (25 years). OEGAX (1.05) is less costly to investors than PMBJX (0.78). OEGAX is a more actively managed with annual turnover of: 104.00 vs. PMBJX (13.70). OEGAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OEGAX annual gain was more profitable for investors over the last year : -2.27 vs. PMBJX (-11.50). PMBJX return over 5 years is better than : 11.44 vs. OEGAX (-11.32).
OEGAXPMBJXOEGAX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence25 years25 years-
Gain YTD5.764-2.953-195%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B30.3B21%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.27-11.5020%
Returns for 3 years29.9220.26148%
Returns for 5 years-11.3211.44-99%
Returns for 10 years94.26114.8182%
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