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OEGNX vs PCBIX
OEGNX vs PCBIX Comparison
Open Charts OEGNX vs PCBIX
Invesco Discovery Mid Cap Growth R
Price$25.36
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets6.3B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGNX vs PCBIX Comparison Chart in %
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OEGNX vs. PCBIX commentary
Aug 18, 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 OEGNX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OEGNX (6.3B). PCBIX pays higher dividends than OEGNX: PCBIX (0.12) vs OEGNX (0.00). OEGNX was incepted earlier than PCBIX: OEGNX (24 years) vs PCBIX (24 years). OEGNX (1.30) is less costly to investors than PCBIX (0.67). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OEGNX: PCBIX (0) vs OEGNX (1000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OEGNX (7.14). PCBIX return over 5 years is better than : 46.92 vs. OEGNX (4.92).
| OEGNX | PCBIX | OEGNX / PCBIX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.631 | 5.901 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.14 | 9.35 | 76% |
| Returns for 3 years | 19.12 | 31.62 | 60% |
| Returns for 5 years | 4.92 | 46.92 | 10% |
| Returns for 10 years | 42.71 | 101.31 | 42% |
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