OEGIX
Price
$36.93
Change
+$0.12 (+0.33%)
Updated
Dec 2 closing price
Net Assets
6.26B
PMBPX
Price
$44.05
Change
-$0.19 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$36.93
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets6.26B
Principal MidCap R5
Price$44.05
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets31.51B
OEGIX vs PMBPX Comparison Chart in %
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OEGIX vs. PMBPX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. OEGIX (6.26B). 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 : -4.34 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. OEGIX (5.53).
OEGIXPMBPXOEGIX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD6.8821.795383%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.26B31.5B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.34-7.8855%
Returns for 3 years35.4332.15110%
Returns for 5 years5.5327.1020%
Returns for 10 years92.7296.8596%
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