OEGAX
Price
$28.34
Change
-$0.33 (-1.15%)
Updated
Jul 15 closing price
Net Assets
6.39B
PMBPX
Price
$45.53
Change
-$0.71 (-1.54%)
Updated
Jul 15 closing price
Net Assets
32.29B
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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$28.34
Change-$0.33 (-1.15%)
VolumeN/A
Net Assets6.39B
Principal MidCap R5
Price$45.53
Change-$0.71 (-1.54%)
VolumeN/A
Net Assets32.29B
OEGAX vs PMBPX Comparison Chart in %
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OEGAX vs. PMBPX commentary
Jul 16, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. OEGAX (6.39B). 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). PMBPX annual gain was more profitable for investors over the last year : 11.08 vs. OEGAX (6.86). PMBPX return over 5 years is better than : 54.15 vs. OEGAX (13.54).
OEGAXPMBPXOEGAX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence25 years25 years-
Gain YTD2.7606.39743%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B32.3B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.8611.0862%
Returns for 3 years40.7550.8380%
Returns for 5 years13.5454.1525%
Returns for 10 years53.9799.9954%
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