OEGNX
Price
$26.10
Change
+$0.22 (+0.85%)
Updated
Sep 26 closing price
Net Assets
6.32B
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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OEGNX vs PMBJX

Header iconOEGNX vs PMBJX Comparison
Open Charts OEGNX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$26.10
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets6.32B
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
OEGNX vs PMBJX Comparison Chart in %
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OEGNX vs. PMBJX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. OEGNX (6.33B). PMBJX pays higher dividends than OEGNX: PMBJX (0.06) vs OEGNX (0.00). OEGNX was incepted earlier than PMBJX: OEGNX (25 years) vs PMBJX (25 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. OEGNX annual gain was more profitable for investors over the last year : 4.27 vs. PMBJX (2.42). PMBJX return over 5 years is better than : 47.54 vs. OEGNX (9.94).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence25 years25 years-
Gain YTD5.6255.464103%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B33B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.272.42177%
Returns for 3 years43.4955.7078%
Returns for 5 years9.9447.5421%
Returns for 10 years65.40118.8055%
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