OEGAX
Price
$29.79
Change
+$0.16 (+0.54%)
Updated
Oct 6 closing price
Net Assets
6.34B
PMBPX
Price
$45.84
Change
-$0.13 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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OEGAX vs PMBPX

Header iconOEGAX vs PMBPX Comparison
Open Charts OEGAX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth A
Price$29.79
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets6.34B
Principal MidCap R5
Price$45.84
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.17B
OEGAX vs PMBPX Comparison Chart in %
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OEGAX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OEGAX (6.34B). PMBPX pays higher dividends than OEGAX: PMBPX (0.01) vs OEGAX (0.00). OEGAX was incepted earlier than PMBPX: OEGAX (25 years) vs PMBPX (25 years). OEGAX (1.05) is less costly to investors than PMBPX (0.83). OEGAX is a more actively managed with annual turnover of: 102.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OEGAX: PMBPX (0) vs OEGAX (1000). OEGAX annual gain was more profitable for investors over the last year : 4.55 vs. PMBPX (3.33). PMBPX return over 5 years is better than : 42.47 vs. OEGAX (7.01).
OEGAXPMBPXOEGAX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence25 years25 years-
Gain YTD6.2015.775107%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.34B33.2B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.553.33136%
Returns for 3 years42.2555.2676%
Returns for 5 years7.0142.4716%
Returns for 10 years68.83110.0263%
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