OEGAX
Price
$29.79
Change
+$0.16 (+0.54%)
Updated
Oct 6 closing price
Net Assets
6.34B
PMBJX
Price
$43.04
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
Interact to see
Advertisement

OEGAX vs PMBJX

Header iconOEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets6.34B
Principal MidCap J
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
OEGAX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
OEGAX vs. PMBJX commentary
Oct 07, 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 StrongBuy and PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. OEGAX (6.34B). 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 : 4.55 vs. PMBJX (3.14). PMBJX return over 5 years is better than : 41.27 vs. OEGAX (7.01).
OEGAXPMBJXOEGAX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence25 years25 years-
Gain YTD6.2015.758108%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.34B33.2B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.553.14145%
Returns for 3 years42.2554.6277%
Returns for 5 years7.0141.2717%
Returns for 10 years68.83105.9065%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NVD8.800.20
+2.33%
GraniteShares 2x Short NVDA Daily ETF
GSLC130.750.09
+0.07%
Goldman Sachs ActiveBeta® US LgCp Eq ETF
APRJ24.680.01
+0.02%
Innovator Premium Income 30 Bar ETF -Apr
EWH21.54-0.02
-0.09%
iShares MSCI Hong Kong ETF
TLTP22.61-0.10
-0.44%
Amplify Bloomberg U.S.Trs 12% Prm IncETF