OEGYX
Price
$34.41
Change
-$0.23 (-0.66%)
Updated
Jan 14 closing price
Net Assets
6.36B
PMBPX
Price
$42.66
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
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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$34.41
Change-$0.23 (-0.66%)
VolumeN/A
Net Assets6.36B
Principal MidCap R5
Price$42.66
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
OEGYX vs PMBPX Comparison Chart in %
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OEGYX vs. PMBPX commentary
Jan 15, 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 StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. OEGYX (6.36B). OEGYX (0.00) and PMBPX (0.00) have matching dividends . 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 : 0.82 vs. PMBPX (-1.14). PMBPX return over 5 years is better than : 21.51 vs. OEGYX (-5.05).
OEGYXPMBPXOEGYX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence25 years25 years-
Gain YTD4.8452.474196%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.36B31.3B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.82-1.14-72%
Returns for 3 years35.9531.60114%
Returns for 5 years-5.0521.51-23%
Returns for 10 years104.46130.7480%
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