OEGNX
Price
$25.36
Change
-$0.05 (-0.20%)
Updated
Aug 15 closing price
Net Assets
6.3B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

OEGNX vs PMBJX

Header iconOEGNX vs PMBJX Comparison
Open Charts OEGNX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$25.36
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets6.3B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGNX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OEGNX vs. PMBJX 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 PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. OEGNX (6.3B). PMBJX pays higher dividends than OEGNX: PMBJX (0.06) vs OEGNX (0.00). OEGNX was incepted earlier than PMBJX: OEGNX (24 years) vs PMBJX (24 years). OEGNX (1.30) is less costly to investors than PMBJX (0.78). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGNX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. OEGNX (7.14). PMBJX return over 5 years is better than : 44.05 vs. OEGNX (4.92).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence24 years24 years-
Gain YTD2.6315.83245%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.3B32.5B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.148.9780%
Returns for 3 years19.1230.2563%
Returns for 5 years4.9244.0511%
Returns for 10 years42.7192.9046%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RNGEX68.810.06
+0.09%
American Funds New Economy R4
EKSDX6.23-0.01
-0.16%
Allspring Diversified Income Bldr Adm
FWAFX37.65-0.08
-0.21%
Fidelity Advisor Worldwide A
SBRAX20.22-0.07
-0.35%
Segall Bryant & Hamill All Cap Ret
MAEGX15.40-0.07
-0.45%
BlackRock Unconstrained Equity Instl