OEGAX
Price
$29.09
Change
-$1.02 (-3.39%)
Updated
Nov 13 closing price
Net Assets
6.15B
PMBJX
Price
$41.35
Change
-$0.66 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$29.09
Change-$1.02 (-3.39%)
VolumeN/A
Net Assets6.15B
Principal MidCap J
Price$41.35
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets31.99B
OEGAX vs PMBJX Comparison Chart in %
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OEGAX vs. PMBJX commentary
Nov 14, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. OEGAX (6.15B). PMBJX pays higher dividends than OEGAX: PMBJX (0.06) vs OEGAX (0.00). 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: 102.00 vs. PMBJX (10.50). OEGAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OEGAX annual gain was more profitable for investors over the last year : -1.83 vs. PMBJX (-4.98). PMBJX return over 5 years is better than : 30.46 vs. OEGAX (5.28).
OEGAXPMBJXOEGAX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence25 years25 years-
Gain YTD7.9212.940269%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B32B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.83-4.9837%
Returns for 3 years39.0134.30114%
Returns for 5 years5.2830.4617%
Returns for 10 years75.16102.9273%
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