OEGIX
Price
$36.63
Change
-$0.08 (-0.22%)
Updated
Oct 17 closing price
Net Assets
6.32B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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OEGIX vs PMBJX

Header iconOEGIX vs PMBJX Comparison
Open Charts OEGIX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$36.63
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets6.32B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
OEGIX vs PMBJX Comparison Chart in %
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OEGIX vs. PMBJX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. OEGIX (6.32B). PMBJX pays higher dividends than OEGIX: PMBJX (0.06) vs OEGIX (0.00). OEGIX was incepted earlier than PMBJX: OEGIX (13 years) vs PMBJX (25 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). OEGIX annual gain was more profitable for investors over the last year : 2.95 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. OEGIX (10.13).
OEGIXPMBJXOEGIX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence13 years25 years-
Gain YTD6.3592.303276%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.32B31.8B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.95-3.03-97%
Returns for 3 years44.9048.6792%
Returns for 5 years10.1334.9829%
Returns for 10 years88.8198.6190%
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