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OEGAX vs PMBJX
OEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJX
Invesco Discovery Mid Cap Growth A
Price$23.89
Change+$0.55 (+2.36%)
VolumeN/A
Net Assets5.31B
OEGAX vs PMBJX Comparison Chart
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OEGAX vs. PMBJX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. OEGAX (5.31B). PMBJX pays higher dividends than OEGAX: PMBJX (0.06) vs OEGAX (0.00). OEGAX was incepted earlier than PMBJX: OEGAX (24 years) vs PMBJX (24 years). OEGAX (1.04) is less costly to investors than PMBJX (0.82). 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. PMBJX annual gain was more profitable for investors over the last year : 4.23 vs. OEGAX (-10.88). PMBJX return over 5 years is better than : 61.58 vs. OEGAX (10.14).
| OEGAX | PMBJX | OEGAX / PMBJX | |
| Total Expense Ratio | 1.04 | 0.82 | 127% |
| Annual Report Gross Expense Ratio | 1.04 | 0.82 | 127% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -18.638 | -6.812 | 274% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 28.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -10.88 | 4.23 | -257% |
| Returns for 3 years | -1.65 | 17.74 | -9% |
| Returns for 5 years | 10.14 | 61.58 | 16% |
| Returns for 10 years | 24.73 | 70.76 | 35% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMO | 44.61 | 1.22 | +2.81% |
| ClearBridge Energy Midstream Opportunity Fund | |||
| AVUV | 80.74 | 1.93 | +2.45% |
| Avantis US Small Cap Value ETF | |||
| IFV | 20.31 | 0.33 | +1.63% |
| First Trust Dorsey Wright Intl Foc 5 | |||
| GJUL | 34.82 | 0.46 | +1.34% |
| FT Vest U.S. Eq Mod Buffr ETF - Jul | |||
| ZHDG | 18.77 | 0.22 | +1.20% |
| ZEGA Buy and Hedge ETF | |||