OEGYX
Price
$35.58
Change
-$0.07 (-0.20%)
Updated
Oct 17 closing price
Net Assets
6.32B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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OEGYX vs PMBJX

Header iconOEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$35.58
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets6.32B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
OEGYX vs PMBJX Comparison Chart in %
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OEGYX vs. PMBJX commentary
Oct 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. OEGYX (6.32B). PMBJX pays higher dividends than OEGYX: PMBJX (0.06) vs OEGYX (0.00). OEGYX was incepted earlier than PMBJX: OEGYX (25 years) vs PMBJX (25 years). OEGYX (0.80) and PMBJX (0.78) have similar cost to investors . OEGYX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGYX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OEGYX annual gain was more profitable for investors over the last year : 2.74 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. OEGYX (8.91).
OEGYXPMBJXOEGYX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence25 years25 years-
Gain YTD6.2722.303272%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.32B31.8B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.74-3.03-91%
Returns for 3 years44.2248.6791%
Returns for 5 years8.9134.9825%
Returns for 10 years84.5498.6186%
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