OEGAX
Price
$28.44
Change
-$1.48 (-4.95%)
Updated
Feb 3 closing price
Net Assets
6.39B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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OEGAX vs PMBMX

Header iconOEGAX vs PMBMX Comparison
Open Charts OEGAX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$28.44
Change-$1.48 (-4.95%)
VolumeN/A
Net Assets6.39B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
OEGAX vs PMBMX Comparison Chart in %
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OEGAX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OEGAX (6.39B). OEGAX (0.00) and PMBMX (0.00) have matching dividends . OEGAX was incepted earlier than PMBMX: OEGAX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGAX (1.05). OEGAX is a more actively managed with annual turnover of: 104.00 vs. PMBMX (13.70). PMBMX has a lower initial minimum investment than OEGAX: PMBMX (0) vs OEGAX (1000). OEGAX annual gain was more profitable for investors over the last year : -2.27 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. OEGAX (-11.32).
OEGAXPMBMXOEGAX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence25 years25 years-
Gain YTD5.764-2.987-193%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B29.5B22%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.27-11.8419%
Returns for 3 years29.9218.93158%
Returns for 5 years-11.329.56-118%
Returns for 10 years94.26108.3487%
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