OEGIX
Price
$35.49
Change
-$0.08 (-0.22%)
Updated
Aug 15 closing price
Net Assets
6.3B
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$35.49
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets6.3B
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX commentary
Aug 18, 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: 32.5B vs. OEGIX (6.3B). 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). OEGIX annual gain was more profitable for investors over the last year : 9.33 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. OEGIX (16.17).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence12 years25 years-
Gain YTD3.0495.58155%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.3B32.5B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.338.56109%
Returns for 3 years23.1428.8580%
Returns for 5 years16.1741.6339%
Returns for 10 years72.1187.3283%
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