OEGIX
Price
$34.03
Change
-$0.23 (-0.67%)
Updated
Jun 13 closing price
Net Assets
6.16B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$34.03
Change-$0.23 (-0.67%)
VolumeN/A
Net Assets6.16B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
OEGIX vs PMBMX Comparison Chart
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OEGIX vs. PMBMX commentary
Jun 16, 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: 30.6B vs. OEGIX (6.16B). 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 : 9.71 vs. OEGIX (6.98). PMBMX return over 5 years is better than : 50.58 vs. OEGIX (25.80).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence12 years25 years-
Gain YTD-1.1901.787-67%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B30.6B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.989.7172%
Returns for 3 years40.7947.3886%
Returns for 5 years25.8050.5851%
Returns for 10 years68.7283.5482%
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