OEGNX
Price
$24.07
Change
-$0.03 (-0.12%)
Updated
Dec 26 closing price
Net Assets
6.24B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$24.07
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets6.24B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OEGNX vs PMBJX Comparison Chart in %
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OEGNX vs. PMBJX commentary
Dec 28, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OEGNX (6.24B). 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. PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. OEGNX (-5.24). PMBJX return over 5 years is better than : 19.01 vs. OEGNX (-14.98).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence25 years25 years-
Gain YTD-2.590-2.91689%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B31.2B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.24-4.84108%
Returns for 3 years29.2038.4276%
Returns for 5 years-14.9819.01-79%
Returns for 10 years48.3199.7048%
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