OEGIX
Price
$35.85
Change
-$1.19 (-3.21%)
Updated
Feb 3 closing price
Net Assets
6.39B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
Interact to see
Advertisement

OEGIX vs PMBPX

Header iconOEGIX vs PMBPX Comparison
Open Charts OEGIX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$35.85
Change-$1.19 (-3.21%)
VolumeN/A
Net Assets6.39B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
OEGIX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
OEGIX vs. PMBPX commentary
Feb 04, 2026

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 Hold and PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. OEGIX (6.39B). OEGIX (0.00) and PMBPX (0.00) have matching dividends . 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: 104.00 vs. PMBPX (13.70). 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 : -0.22 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. OEGIX (-4.60).
OEGIXPMBPXOEGIX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD5.815-2.931-198%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B30.3B21%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.22-11.172%
Returns for 3 years34.7721.00166%
Returns for 5 years-4.6012.76-36%
Returns for 10 years120.89119.39101%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FXP17.700.35
+2.05%
ProShares UltraShort FTSE China 50
JPUS130.640.94
+0.73%
JPMorgan Diversified Return US Eq ETF
IGLB50.430.01
+0.02%
iShares 10+ Year Invmt Grd Corp Bd ETF
PCLO24.98N/A
N/A
Virtus SEIX AAA Private Credit CLO ETF
MVFD30.45-0.07
-0.23%
Monarch Volume Factor Dividend Tree ETF