OEGYX
Price
$34.70
Change
+$0.47 (+1.37%)
Updated
Jul 25 closing price
Net Assets
6.41B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$34.70
Change+$0.47 (+1.37%)
VolumeN/A
Net Assets6.41B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OEGYX vs PMBMX Comparison Chart in %
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OEGYX vs. PMBMX commentary
Jul 28, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OEGYX (6.41B). PMBMX pays higher dividends than OEGYX: PMBMX (0.02) vs OEGYX (0.00). 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: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGYX: PMBMX (0) vs OEGYX (1000). PMBMX (13.04) and OEGYX (12.66) have marching annual gain over last year. PMBMX return over 5 years is better than : 52.44 vs. OEGYX (18.71).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD3.6448.42143%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B33.2B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year12.6613.0497%
Returns for 3 years39.0247.2783%
Returns for 5 years18.7152.4436%
Returns for 10 years71.6197.4274%
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