OEGIX
Price
$35.82
Change
+$0.41 (+1.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$35.82
Change+$0.41 (+1.16%)
VolumeN/A
Net Assets6.46B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGIX vs PMBPX Comparison Chart in %
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OEGIX vs. PMBPX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. OEGIX (6.46B). PMBPX pays higher dividends than OEGIX: PMBPX (0.01) vs OEGIX (0.00). OEGIX was incepted earlier than PMBPX: OEGIX (12 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). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. OEGIX (10.90). PMBPX return over 5 years is better than : 59.60 vs. OEGIX (23.73).
OEGIXPMBPXOEGIX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence12 years25 years-
Gain YTD4.0077.04157%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.9015.4171%
Returns for 3 years45.4952.3987%
Returns for 5 years23.7359.6040%
Returns for 10 years78.48104.4675%
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