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OEGAX vs PMBJX
OEGAX vs PMBJX Comparison
Open Charts OEGAX vs PMBJX
Invesco Discovery Mid Cap Growth A
Price$26.75
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets6.02B
OEGAX vs PMBJX Comparison Chart
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OEGAX vs. PMBJX commentary
May 23, 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: 30.5B vs. OEGAX (6.02B). 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 : 7.81 vs. OEGAX (-0.59). PMBJX return over 5 years is better than : 61.76 vs. OEGAX (16.01).
| 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 | -4.158 | 1.887 | -220% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 30.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -0.59 | 7.81 | -8% |
| Returns for 3 years | 26.97 | 40.61 | 66% |
| Returns for 5 years | 16.01 | 61.76 | 26% |
| Returns for 10 years | 47.00 | 86.28 | 54% |
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