OEGAX
Price
$28.87
Change
+$0.38 (+1.33%)
Updated
Jul 25 closing price
Net Assets
6.41B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$28.87
Change+$0.38 (+1.33%)
VolumeN/A
Net Assets6.41B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OEGAX vs PMBMX Comparison Chart in %
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OEGAX vs. PMBMX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OEGAX (6.41B). 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). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. OEGAX (11.51). PMBMX return over 5 years is better than : 52.44 vs. OEGAX (12.91).
OEGAXPMBMXOEGAX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence25 years25 years-
Gain YTD3.4778.42141%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B33.2B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year11.5113.0488%
Returns for 3 years36.9547.2778%
Returns for 5 years12.9152.4425%
Returns for 10 years56.4897.4258%
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