OEGAX
Price
$28.71
Change
-$0.07 (-0.24%)
Updated
Nov 18 closing price
Net Assets
6.08B
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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OEGAX vs PMBJX

Header iconOEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$28.71
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets6.08B
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
OEGAX vs PMBJX Comparison Chart in %
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OEGAX vs. PMBJX commentary
Nov 20, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. OEGAX (6.08B). PMBJX pays higher dividends than OEGAX: PMBJX (0.06) vs OEGAX (0.00). OEGAX was incepted earlier than PMBJX: OEGAX (25 years) vs PMBJX (25 years). OEGAX (1.05) is less costly to investors than PMBJX (0.78). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OEGAX annual gain was more profitable for investors over the last year : -4.59 vs. PMBJX (-6.53). PMBJX return over 5 years is better than : 24.63 vs. OEGAX (-1.48).
OEGAXPMBJXOEGAX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence25 years25 years-
Gain YTD2.903-0.564-515%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.08B30.9B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.59-6.5370%
Returns for 3 years33.0432.39102%
Returns for 5 years-1.4824.63-6%
Returns for 10 years61.6689.1269%
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