OEGIX
Price
$35.82
Change
+$0.41 (+1.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OEGIX vs PMBMX

Header iconOEGIX vs PMBMX Comparison
Open Charts OEGIX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$35.82
Change+$0.41 (+1.16%)
VolumeN/A
Net Assets6.46B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OEGIX (6.46B). PMBMX pays higher dividends than OEGIX: PMBMX (0.02) vs OEGIX (0.00). OEGIX was incepted earlier than PMBMX: OEGIX (12 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGIX (0.67). OEGIX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGIX: PMBMX (0) vs OEGIX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OEGIX (10.90). PMBMX return over 5 years is better than : 55.71 vs. OEGIX (23.73).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence12 years25 years-
Gain YTD4.0076.85458%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year10.9014.8074%
Returns for 3 years45.4950.1991%
Returns for 5 years23.7355.7143%
Returns for 10 years78.4894.7483%
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