OEGAX
Price
$29.81
Change
+$0.09 (+0.30%)
Updated
Dec 2 closing price
Net Assets
6.26B
PMBMX
Price
$41.27
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$29.81
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets6.26B
Principal MidCap R3
Price$41.27
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
OEGAX vs PMBMX Comparison Chart in %
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OEGAX vs. PMBMX commentary
Dec 04, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.5B vs. OEGAX (6.26B). PMBMX pays higher dividends than OEGAX: PMBMX (0.02) vs OEGAX (0.00). 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: 102.00 vs. PMBMX (10.50). 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 : -5.50 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. OEGAX (-0.77).
OEGAXPMBMXOEGAX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence25 years25 years-
Gain YTD6.5231.469444%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.26B31.5B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year-5.50-8.3866%
Returns for 3 years32.8030.25108%
Returns for 5 years-0.7723.98-3%
Returns for 10 years72.4987.4383%
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