OEGNX
Price
$26.10
Change
+$0.22 (+0.85%)
Updated
Sep 26 closing price
Net Assets
6.32B
PMBMX
Price
$42.97
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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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$26.10
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets6.32B
Principal MidCap R3
Price$42.97
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
OEGNX vs PMBMX Comparison Chart in %
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OEGNX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. OEGNX (6.33B). PMBMX pays higher dividends than OEGNX: PMBMX (0.02) vs OEGNX (0.00). OEGNX was incepted earlier than PMBMX: OEGNX (25 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). OEGNX annual gain was more profitable for investors over the last year : 4.27 vs. PMBMX (2.04). PMBMX return over 5 years is better than : 45.10 vs. OEGNX (9.94).
OEGNXPMBMXOEGNX / PMBMX
Total Expense Ratio1.301.14114%
Annual Report Gross Expense Ratio1.301.14114%
Fund Existence25 years25 years-
Gain YTD5.6255.190108%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B33B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.272.04209%
Returns for 3 years43.4954.0580%
Returns for 5 years9.9445.1022%
Returns for 10 years65.40112.5658%
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