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OEGAX vs PMBMX
OEGAX vs PMBMX Comparison
Open Charts OEGAX vs PMBMX
Invesco Discovery Mid Cap Growth A
Price$26.75
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets6.02B
OEGAX vs PMBMX Comparison Chart
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OEGAX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. OEGAX (6.02B). PMBMX pays higher dividends than OEGAX: PMBMX (0.02) vs OEGAX (0.00). OEGAX was incepted earlier than PMBMX: OEGAX (25 years) vs PMBMX (24 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). PMBMX annual gain was more profitable for investors over the last year : 7.41 vs. OEGAX (-0.59). PMBMX return over 5 years is better than : 59.03 vs. OEGAX (16.01).
| OEGAX | PMBMX | OEGAX / PMBMX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -4.158 | 1.738 | -239% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 30.5B | 20% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -0.59 | 7.41 | -8% |
| Returns for 3 years | 26.97 | 39.07 | 69% |
| Returns for 5 years | 16.01 | 59.03 | 27% |
| Returns for 10 years | 47.00 | 80.97 | 58% |
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