OEGNX
Price
$25.61
Change
+$0.29 (+1.15%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$25.61
Change+$0.29 (+1.15%)
VolumeN/A
Net Assets6.46B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGNX vs PMBJX Comparison Chart in %
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OEGNX vs. PMBJX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OEGNX (6.46B). 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 : 15.26 vs. OEGNX (8.66). PMBJX return over 5 years is better than : 58.39 vs. OEGNX (11.74).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence24 years24 years-
Gain YTD3.6427.05752%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.6615.2657%
Returns for 3 years40.7951.7979%
Returns for 5 years11.7458.3920%
Returns for 10 years47.95100.4648%
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