OEGAX
Price
$29.75
Change
+$0.11 (+0.37%)
Updated
Sep 15 closing price
Net Assets
6.43B
PMBJX
Price
$43.81
Change
-$0.07 (-0.16%)
Updated
Sep 15 closing price
Net Assets
33.25B
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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$29.75
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets6.43B
Principal MidCap J
Price$43.81
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets33.25B
OEGAX vs PMBJX Comparison Chart in %
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OEGAX vs. PMBJX commentary
Sep 17, 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 PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. OEGAX (6.43B). 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 : 10.23 vs. PMBJX (7.40). PMBJX return over 5 years is better than : 45.39 vs. OEGAX (14.93).
OEGAXPMBJXOEGAX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence25 years25 years-
Gain YTD6.2377.52383%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B33.2B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.237.40138%
Returns for 3 years36.2848.1375%
Returns for 5 years14.9345.3933%
Returns for 10 years66.24111.2460%
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