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OEGYX vs PCBIX
OEGYX vs PCBIX Comparison
Open Charts OEGYX vs PCBIX
Invesco Discovery Mid Cap Growth Y
Price$35.03
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.33B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
OEGYX vs PCBIX Comparison Chart in %
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OEGYX vs. PCBIX commentary
Sep 08, 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: 33B vs. OEGYX (6.33B). PCBIX pays higher dividends than OEGYX: PCBIX (0.12) vs OEGYX (0.00). OEGYX was incepted earlier than PCBIX: OEGYX (25 years) vs PCBIX (25 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). OEGYX annual gain was more profitable for investors over the last year : 12.89 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. OEGYX (18.42).
| 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 | 25 years | - |
| Gain YTD | 4.630 | 7.135 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 33B | 19% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 12.89 | 9.41 | 137% |
| Returns for 3 years | 35.83 | 47.03 | 76% |
| Returns for 5 years | 18.42 | 49.14 | 37% |
| Returns for 10 years | 79.73 | 116.70 | 68% |
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