OEGAX
Price
$27.52
Change
-$0.19 (-0.69%)
Updated
Jun 13 closing price
Net Assets
6.16B
PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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OEGAX vs PMBCX

Header iconOEGAX vs PMBCX Comparison
Open Charts OEGAX vs PMBCXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$27.52
Change-$0.19 (-0.69%)
VolumeN/A
Net Assets6.16B
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
OEGAX vs PMBCX Comparison Chart
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OEGAX vs. PMBCX commentary
Jun 16, 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 OEGAX is a Buy and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. OEGAX (6.16B). OEGAX (0.00) and PMBCX (0.00) have matching dividends . OEGAX was incepted earlier than PMBCX: OEGAX (25 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than OEGAX (1.05). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBCX (10.50). OEGAX (1000) and PMBCX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 8.56 vs. OEGAX (4.52). PMBCX return over 5 years is better than : 42.73 vs. OEGAX (18.26).
OEGAXPMBCXOEGAX / PMBCX
Total Expense Ratio1.051.7560%
Annual Report Gross Expense Ratio1.051.7560%
Fund Existence25 years18 years-
Gain YTD-1.3621.538-89%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B30.6B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.528.5653%
Returns for 3 years38.0142.8589%
Returns for 5 years18.2642.7343%
Returns for 10 years50.3065.5477%
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