OEGYX
Price
$35.03
Change
+$0.03 (+0.09%)
Updated
Sep 5 closing price
Net Assets
6.33B
PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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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$35.03
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.33B
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
OEGYX vs PMBJX Comparison Chart in %
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OEGYX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. OEGYX (6.33B). 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 : 12.89 vs. PMBJX (9.02). PMBJX return over 5 years is better than : 46.26 vs. OEGYX (18.42).
OEGYXPMBJXOEGYX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence25 years25 years-
Gain YTD4.6307.05766%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B33B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year12.899.02143%
Returns for 3 years35.8345.5379%
Returns for 5 years18.4246.2640%
Returns for 10 years79.73107.6574%
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