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OEGIX vs PCBIX
OEGIX vs PCBIX Comparison
Open Charts OEGIX vs PCBIX
Invesco Discovery Mid Cap Growth R6
Price$36.06
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.33B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
OEGIX vs PCBIX Comparison Chart in %
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OEGIX vs. PCBIX commentary
Sep 08, 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 OEGIX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. OEGIX (6.33B). PCBIX pays higher dividends than OEGIX: PCBIX (0.12) vs OEGIX (0.00). OEGIX was incepted earlier than PCBIX: OEGIX (13 years) vs PCBIX (25 years). OEGIX (0.67) and PCBIX (0.67) have similar cost to investors . OEGIX is a more actively managed with annual turnover of: 102.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OEGIX: PCBIX (0) vs OEGIX (1000000). OEGIX annual gain was more profitable for investors over the last year : 13.15 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. OEGIX (19.76).
| OEGIX | PCBIX | OEGIX / PCBIX | |
| Total Expense Ratio | 0.67 | 0.67 | 100% |
| Annual Report Gross Expense Ratio | 0.67 | 0.67 | 100% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 4.704 | 7.135 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.15 | 9.41 | 140% |
| Returns for 3 years | 36.49 | 47.03 | 78% |
| Returns for 5 years | 19.76 | 49.14 | 40% |
| Returns for 10 years | 83.89 | 116.70 | 72% |
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