OEGYX
Price
$34.73
Change
-$1.24 (-3.45%)
Updated
Feb 3 closing price
Net Assets
6.39B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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OEGYX vs PMBMX

Header iconOEGYX vs PMBMX Comparison
Open Charts OEGYX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$34.73
Change-$1.24 (-3.45%)
VolumeN/A
Net Assets6.39B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
OEGYX vs PMBMX Comparison Chart in %
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OEGYX vs. PMBMX commentary
Feb 05, 2026

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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OEGYX (6.39B). OEGYX (0.00) and PMBMX (0.00) have matching dividends . OEGYX was incepted earlier than PMBMX: OEGYX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGYX (0.80). OEGYX is a more actively managed with annual turnover of: 104.00 vs. PMBMX (13.70). PMBMX has a lower initial minimum investment than OEGYX: PMBMX (0) vs OEGYX (1000). OEGYX annual gain was more profitable for investors over the last year : -0.54 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. OEGYX (-5.83).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD5.820-2.987-195%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B29.5B22%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.54-11.845%
Returns for 3 years33.8318.93179%
Returns for 5 years-5.839.56-61%
Returns for 10 years115.45108.34107%
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