OEGIX
Price
$35.82
Change
+$0.41 (+1.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$35.82
Change+$0.41 (+1.16%)
VolumeN/A
Net Assets6.46B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGIX vs PMBJX Comparison Chart in %
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OEGIX vs. PMBJX 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 OEGIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OEGIX (6.46B). 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 annual gain was more profitable for investors over the last year : 15.26 vs. OEGIX (10.90). PMBJX return over 5 years is better than : 58.39 vs. OEGIX (23.73).
OEGIXPMBJXOEGIX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence12 years24 years-
Gain YTD4.0077.05757%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.9015.2671%
Returns for 3 years45.4951.7988%
Returns for 5 years23.7358.3941%
Returns for 10 years78.48100.4678%
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