OEGCX
Price
$19.96
Change
+$0.23 (+1.17%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OEGCX vs PMBMX

Header iconOEGCX vs PMBMX Comparison
Open Charts OEGCX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth C
Price$19.96
Change+$0.23 (+1.17%)
VolumeN/A
Net Assets6.46B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGCX vs PMBMX Comparison Chart in %
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OEGCX vs. PMBMX commentary
Jul 07, 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 OEGCX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OEGCX (6.46B). PMBMX pays higher dividends than OEGCX: PMBMX (0.02) vs OEGCX (0.00). OEGCX was incepted earlier than PMBMX: OEGCX (25 years) vs PMBMX (25 years). OEGCX (1.77) is less costly to investors than PMBMX (1.14). OEGCX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGCX: PMBMX (0) vs OEGCX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OEGCX (6.62). PMBMX return over 5 years is better than : 55.71 vs. OEGCX (2.31).
OEGCXPMBMXOEGCX / PMBMX
Total Expense Ratio1.771.14155%
Annual Report Gross Expense Ratio1.771.14155%
Fund Existence25 years25 years-
Gain YTD3.3666.85449%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.6214.8045%
Returns for 3 years36.8150.1973%
Returns for 5 years2.3155.714%
Returns for 10 years26.8194.7428%
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