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OEGAX vs PMBJX
OEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJX
Invesco Discovery Mid Cap Growth A
Price$27.52
Change-$0.19 (-0.69%)
VolumeN/A
Net Assets6.16B
OEGAX vs PMBJX Comparison Chart
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OEGAX vs. PMBJX 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. OEGAX (6.16B). PMBJX pays higher dividends than OEGAX: PMBJX (0.06) vs OEGAX (0.00). OEGAX was incepted earlier than PMBJX: OEGAX (25 years) vs PMBJX (24 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. PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. OEGAX (4.52). PMBJX return over 5 years is better than : 53.13 vs. OEGAX (18.26).
| OEGAX | PMBJX | OEGAX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.05 | 0.78 | 135% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -1.362 | 1.960 | -69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 30.6B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 4.52 | 10.12 | 45% |
| Returns for 3 years | 38.01 | 48.96 | 78% |
| Returns for 5 years | 18.26 | 53.13 | 34% |
| Returns for 10 years | 50.30 | 88.94 | 57% |
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