OEGIX
Price
$34.73
Change
-$0.04 (-0.12%)
Updated
Dec 26 closing price
Net Assets
6.24B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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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$34.73
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets6.24B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
OEGIX vs PMBPX Comparison Chart in %
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OEGIX vs. PMBPX commentary
Dec 27, 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: 31.2B vs. OEGIX (6.24B). 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 : -1.95 vs. PMBPX (-4.57). PMBPX return over 5 years is better than : 20.33 vs. OEGIX (-4.01).
OEGIXPMBPXOEGIX / PMBPX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD0.842-2.600-32%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B31.2B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.95-4.5743%
Returns for 3 years37.3338.8996%
Returns for 5 years-4.0120.33-20%
Returns for 10 years82.79105.5378%
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