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OEGIX vs PMBJX
OEGIX vs PMBJX Comparison
Open Charts OEGIX vs PMBJX
Invesco Discovery Mid Cap Growth R6
Price$35.72
Change+$0.48 (+1.36%)
VolumeN/A
Net Assets6.41B
OEGIX vs PMBJX Comparison Chart in %
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OEGIX vs. PMBJX commentary
Jul 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 OEGIX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. OEGIX (6.41B). PMBJX pays higher dividends than OEGIX: PMBJX (0.06) vs OEGIX (0.00). OEGIX was incepted earlier than PMBJX: OEGIX (12 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than OEGIX (0.67). OEGIX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than OEGIX: PMBJX (1000) vs OEGIX (1000000). PMBJX (13.47) and OEGIX (12.90) have marching annual gain over last year. PMBJX return over 5 years is better than : 55.02 vs. OEGIX (20.11).
| OEGIX | PMBJX | OEGIX / PMBJX | |
| Total Expense Ratio | 0.67 | 0.78 | 86% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 3.717 | 8.650 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 33.2B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 12.90 | 13.47 | 96% |
| Returns for 3 years | 39.75 | 48.88 | 81% |
| Returns for 5 years | 20.11 | 55.02 | 37% |
| Returns for 10 years | 75.70 | 103.26 | 73% |
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| PRIV | 25.08 | 0.07 | +0.28% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
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| PGIM S&P 500 Buffer 20 ETF - Jan | |||
| KOKU | 112.01 | N/A | N/A |
| Xtrackers MSCI Kokusai Equity ETF | |||
| HYZD | 22.51 | -0.01 | -0.04% |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | |||