OEGIX
Price
$36.30
Change
+$0.31 (+0.86%)
Updated
Aug 28 closing price
Net Assets
6.27B
PMBJX
Price
$43.85
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
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OEGIX vs PMBJX

Header iconOEGIX vs PMBJX Comparison
Open Charts OEGIX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$36.30
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets6.27B
Principal MidCap J
Price$43.85
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
OEGIX vs PMBJX Comparison Chart in %
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OEGIX vs. PMBJX commentary
Aug 30, 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 OEGIX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. OEGIX (6.27B). PMBJX pays higher dividends than OEGIX: PMBJX (0.06) vs OEGIX (0.00). OEGIX was incepted earlier than PMBJX: OEGIX (13 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than OEGIX (0.67). OEGIX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than OEGIX: PMBJX (1000) vs OEGIX (1000000). OEGIX annual gain was more profitable for investors over the last year : 9.76 vs. PMBJX (8.10). PMBJX return over 5 years is better than : 43.06 vs. OEGIX (15.09).
OEGIXPMBJXOEGIX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence13 years25 years-
Gain YTD4.5017.37661%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B32.9B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.768.10120%
Returns for 3 years32.0742.2776%
Returns for 5 years15.0943.0635%
Returns for 10 years85.32108.5679%
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