OEGNX
Price
$25.61
Change
+$0.29 (+1.15%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OEGNX vs PMBMX

Header iconOEGNX vs PMBMX Comparison
Open Charts OEGNX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$25.61
Change+$0.29 (+1.15%)
VolumeN/A
Net Assets6.46B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGNX vs PMBMX Comparison Chart in %
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OEGNX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OEGNX (6.46B). PMBMX pays higher dividends than OEGNX: PMBMX (0.02) vs OEGNX (0.00). OEGNX was incepted earlier than PMBMX: OEGNX (24 years) vs PMBMX (25 years). OEGNX (1.30) is less costly to investors than PMBMX (1.14). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGNX: PMBMX (0) vs OEGNX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OEGNX (8.66). PMBMX return over 5 years is better than : 55.71 vs. OEGNX (11.74).
OEGNXPMBMXOEGNX / PMBMX
Total Expense Ratio1.301.14114%
Annual Report Gross Expense Ratio1.301.14114%
Fund Existence24 years25 years-
Gain YTD3.6426.85453%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.6614.8058%
Returns for 3 years40.7950.1981%
Returns for 5 years11.7455.7121%
Returns for 10 years47.9594.7451%
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