OEGYX
Price
$34.48
Change
-$0.07 (-0.20%)
Updated
Aug 15 closing price
Net Assets
6.3B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

OEGYX vs PMBJX

Header iconOEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$34.48
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets6.3B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
OEGYX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OEGYX vs. PMBJX 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 PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. OEGYX (6.3B). PMBJX pays higher dividends than OEGYX: PMBJX (0.06) vs OEGYX (0.00). OEGYX was incepted earlier than PMBJX: OEGYX (25 years) vs PMBJX (24 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 (9.11) and PMBJX (8.97) have marching annual gain over last year. PMBJX return over 5 years is better than : 44.05 vs. OEGYX (14.86).
OEGYXPMBJXOEGYX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence25 years24 years-
Gain YTD2.9875.83251%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.3B32.5B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.118.97102%
Returns for 3 years22.5330.2574%
Returns for 5 years14.8644.0534%
Returns for 10 years68.2092.9073%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RNGGX70.560.05
+0.07%
American Funds New Economy R6
EKSAX6.43-0.01
-0.16%
Allspring Diversified Income Bldr A
FWAFX37.65-0.08
-0.21%
Fidelity Advisor Worldwide A
MAEGX15.40-0.07
-0.45%
BlackRock Unconstrained Equity Instl
CWSGX17.13-0.10
-0.58%
Carillon Chartwell Small Cap Growth I