OEGAX
Price
$27.57
Change
-$0.03 (-0.11%)
Updated
Dec 26 closing price
Net Assets
6.25B
PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$27.57
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets6.25B
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OEGAX vs PMBMX Comparison Chart in %
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OEGAX vs. PMBMX commentary
Dec 28, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. OEGAX (6.25B). 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 : -3.90 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. OEGAX (-10.75).
OEGAXPMBMXOEGAX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence25 years25 years-
Gain YTD-1.183-3.28036%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.25B31.2B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.90-5.2175%
Returns for 3 years32.4236.8988%
Returns for 5 years-10.7516.99-63%
Returns for 10 years60.8593.6365%
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