OEGYX
Price
$35.58
Change
-$0.07 (-0.20%)
Updated
Oct 17 closing price
Net Assets
6.32B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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OEGYX vs PMBPX

Header iconOEGYX vs PMBPX Comparison
Open Charts OEGYX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$35.58
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets6.32B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
OEGYX vs PMBPX Comparison Chart in %
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OEGYX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. OEGYX (6.32B). PMBPX pays higher dividends than OEGYX: PMBPX (0.01) vs OEGYX (0.00). OEGYX was incepted earlier than PMBPX: OEGYX (25 years) vs PMBPX (25 years). PMBPX (0.83) and OEGYX (0.80) have similar cost to investors . OEGYX is a more actively managed with annual turnover of: 102.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OEGYX: PMBPX (0) vs OEGYX (1000). OEGYX annual gain was more profitable for investors over the last year : 2.74 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. OEGYX (8.91).
OEGYXPMBPXOEGYX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence25 years25 years-
Gain YTD6.2722.301273%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.32B31.8B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.74-2.88-95%
Returns for 3 years44.2249.2690%
Returns for 5 years8.9136.0625%
Returns for 10 years84.54102.5782%
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