OEGIX
Price
$35.72
Change
+$0.48 (+1.36%)
Updated
Jul 25 closing price
Net Assets
6.41B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$35.72
Change+$0.48 (+1.36%)
VolumeN/A
Net Assets6.41B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OEGIX (6.41B). 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 (13.04) and OEGIX (12.90) have marching annual gain over last year. PMBMX return over 5 years is better than : 52.44 vs. OEGIX (20.11).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence12 years25 years-
Gain YTD3.7178.42144%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B33.2B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year12.9013.0499%
Returns for 3 years39.7547.2784%
Returns for 5 years20.1152.4438%
Returns for 10 years75.7097.4278%
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