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OEGYX vs PCBIX
OEGYX vs PCBIX Comparison
Open Charts OEGYX vs PCBIX
Invesco Discovery Mid Cap Growth Y
Price$34.48
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets6.3B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGYX vs PCBIX Comparison Chart in %
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OEGYX vs. PCBIX commentary
Aug 18, 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 OEGYX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OEGYX (6.3B). PCBIX pays higher dividends than OEGYX: PCBIX (0.12) vs OEGYX (0.00). OEGYX was incepted earlier than PCBIX: OEGYX (25 years) vs PCBIX (24 years). OEGYX (0.80) is less costly to investors than PCBIX (0.67). OEGYX is a more actively managed with annual turnover of: 102.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OEGYX: PCBIX (0) vs OEGYX (1000). PCBIX (9.35) and OEGYX (9.11) have marching annual gain over last year. PCBIX return over 5 years is better than : 46.92 vs. OEGYX (14.86).
| OEGYX | PCBIX | OEGYX / PCBIX | |
| Total Expense Ratio | 0.80 | 0.67 | 119% |
| Annual Report Gross Expense Ratio | 0.80 | 0.67 | 119% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 2.987 | 5.901 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 32.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.11 | 9.35 | 97% |
| Returns for 3 years | 22.53 | 31.62 | 71% |
| Returns for 5 years | 14.86 | 46.92 | 32% |
| Returns for 10 years | 68.20 | 101.31 | 67% |
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