OEGIX
Price
$36.63
Change
-$0.08 (-0.22%)
Updated
Oct 17 closing price
Net Assets
6.32B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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OEGIX vs PMBPX

Header iconOEGIX vs PMBPX Comparison
Open Charts OEGIX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$36.63
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets6.32B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
OEGIX vs PMBPX Comparison Chart in %
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OEGIX vs. PMBPX commentary
Oct 19, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. OEGIX (6.32B). PMBPX pays higher dividends than OEGIX: PMBPX (0.01) vs OEGIX (0.00). OEGIX was incepted earlier than PMBPX: OEGIX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OEGIX (0.67). OEGIX is a more actively managed with annual turnover of: 102.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OEGIX: PMBPX (0) vs OEGIX (1000000). OEGIX annual gain was more profitable for investors over the last year : 2.95 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. OEGIX (10.13).
OEGIXPMBPXOEGIX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD6.3592.301276%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.32B31.8B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.95-2.88-103%
Returns for 3 years44.9049.2691%
Returns for 5 years10.1336.0628%
Returns for 10 years88.81102.5787%
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