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OEGIX vs PCBIX
OEGIX vs PCBIX Comparison
Open Charts OEGIX vs PCBIX
Invesco Discovery Mid Cap Growth R6
Price$35.49
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets6.3B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGIX vs PCBIX Comparison Chart in %
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OEGIX vs. PCBIX commentary
Aug 18, 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: 32.5B vs. OEGIX (6.3B). PCBIX pays higher dividends than OEGIX: PCBIX (0.12) vs OEGIX (0.00). OEGIX was incepted earlier than PCBIX: OEGIX (12 years) vs PCBIX (24 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). PCBIX (9.35) and OEGIX (9.33) have marching annual gain over last year. PCBIX return over 5 years is better than : 46.92 vs. OEGIX (16.17).
| OEGIX | PCBIX | OEGIX / PCBIX | |
| Total Expense Ratio | 0.67 | 0.67 | 100% |
| Annual Report Gross Expense Ratio | 0.67 | 0.67 | 100% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 3.049 | 5.901 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.33 | 9.35 | 100% |
| Returns for 3 years | 23.14 | 31.62 | 73% |
| Returns for 5 years | 16.17 | 46.92 | 34% |
| Returns for 10 years | 72.11 | 101.31 | 71% |
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