OEGAX
Price
$29.75
Change
+$0.11 (+0.37%)
Updated
Sep 15 closing price
Net Assets
6.43B
PMBMX
Price
$43.74
Change
-$0.07 (-0.16%)
Updated
Sep 15 closing price
Net Assets
33.25B
Interact to see
Advertisement

OEGAX vs PMBMX

Header iconOEGAX vs PMBMX Comparison
Open Charts OEGAX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$29.75
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets6.43B
Principal MidCap R3
Price$43.74
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets33.25B
OEGAX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OEGAX vs. PMBMX 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 PMBMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OEGAX (6.43B). PMBMX pays higher dividends than OEGAX: PMBMX (0.02) vs OEGAX (0.00). OEGAX was incepted earlier than PMBMX: OEGAX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGAX (1.05). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGAX: PMBMX (0) vs OEGAX (1000). OEGAX annual gain was more profitable for investors over the last year : 10.23 vs. PMBMX (7.01). PMBMX return over 5 years is better than : 42.97 vs. OEGAX (14.93).
OEGAXPMBMXOEGAX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence25 years25 years-
Gain YTD6.2377.24686%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B33.2B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year10.237.01146%
Returns for 3 years36.2846.6078%
Returns for 5 years14.9342.9735%
Returns for 10 years66.24105.1563%
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 %
PSI67.880.71
+1.06%
Invesco Semiconductors ETF
CEPI40.310.11
+0.27%
Rex Crypto Equity Premium Income ETF
APMU25.230.04
+0.14%
ActivePassive Intermediate Mcpl Bd ETF
CGDV41.990.05
+0.12%
Capital Group Dividend Value ETF
MSOX6.11-0.31
-4.83%
AdvisorShares MSOS Daily Leveraged ETF