OEGYX
Price
$36.27
Change
+$0.30 (+0.83%)
Updated
Dec 4 closing price
Net Assets
6.29B
PMBPX
Price
$44.47
Change
+$0.07 (+0.16%)
Updated
Dec 4 closing price
Net Assets
31.57B
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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$36.27
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets6.29B
Principal MidCap R5
Price$44.47
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.57B
OEGYX vs PMBPX Comparison Chart in %
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OEGYX vs. PMBPX commentary
Dec 05, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. OEGYX (6.3B). 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 : -4.77 vs. PMBPX (-7.26). PMBPX return over 5 years is better than : 26.04 vs. OEGYX (4.17).
OEGYXPMBPXOEGYX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence25 years25 years-
Gain YTD7.4372.163344%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.3B31.6B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.77-7.2666%
Returns for 3 years35.6332.63109%
Returns for 5 years4.1726.0416%
Returns for 10 years89.6297.5692%
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