OEGCX
Price
$17.98
Change
+$0.21 (+1.18%)
Updated
May 8 closing price
Net Assets
5.84B
PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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OEGCX vs PMBJX

Header iconOEGCX vs PMBJX Comparison
Open Charts OEGCX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth C
Price$17.98
Change+$0.21 (+1.18%)
VolumeN/A
Net Assets5.84B
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
OEGCX vs PMBJX Comparison Chart
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OEGCX vs. PMBJX commentary
May 09, 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 OEGCX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. OEGCX (5.84B). PMBJX pays higher dividends than OEGCX: PMBJX (0.06) vs OEGCX (0.00). OEGCX was incepted earlier than PMBJX: OEGCX (25 years) vs PMBJX (24 years). OEGCX (1.77) is less costly to investors than PMBJX (0.78). OEGCX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGCX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 8.85 vs. OEGCX (-5.38). PMBJX return over 5 years is better than : 63.43 vs. OEGCX (1.37).
OEGCXPMBJXOEGCX / PMBJX
Total Expense Ratio1.770.78227%
Annual Report Gross Expense Ratio1.770.78227%
Fund Existence25 years24 years-
Gain YTD-7.9751.054-757%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets5.84B30.2B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.388.85-61%
Returns for 3 years18.9440.8846%
Returns for 5 years1.3763.432%
Returns for 10 years14.5787.3417%
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