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OEGIX vs PMBJX
OEGIX vs PMBJX Comparison
Open Charts OEGIX vs PMBJX
Invesco Discovery Mid Cap Growth R6
Price$30.21
Change+$0.68 (+2.30%)
VolumeN/A
Net Assets5.43B
OEGIX vs PMBJX Comparison Chart
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OEGIX vs. PMBJX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. OEGIX (5.43B). PMBJX pays higher dividends than OEGIX: PMBJX (0.06) vs OEGIX (0.00). OEGIX was incepted earlier than PMBJX: OEGIX (12 years) vs PMBJX (24 years). PMBJX (0.82) is less costly to investors than OEGIX (0.66). 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). PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. OEGIX (-7.40). PMBJX return over 5 years is better than : 66.71 vs. OEGIX (21.67).
| OEGIX | PMBJX | OEGIX / PMBJX | |
| Total Expense Ratio | 0.66 | 0.82 | 80% |
| Annual Report Gross Expense Ratio | 0.66 | 0.82 | 80% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -14.257 | -3.038 | 469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 28.9B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -7.40 | 6.61 | -112% |
| Returns for 3 years | 4.31 | 21.27 | 20% |
| Returns for 5 years | 21.67 | 66.71 | 32% |
| Returns for 10 years | 48.99 | 79.11 | 62% |
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