OEGIX
Price
$34.64
Change
+$0.39 (+1.14%)
Updated
Jun 6 closing price
Net Assets
6.22B
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$34.64
Change+$0.39 (+1.14%)
VolumeN/A
Net Assets6.22B
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
OEGIX vs PMBJX Comparison Chart
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OEGIX vs. PMBJX commentary
Jun 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 OEGIX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. OEGIX (6.22B). 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 (0.78) 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). PMBJX annual gain was more profitable for investors over the last year : 11.47 vs. OEGIX (7.54). PMBJX return over 5 years is better than : 44.95 vs. OEGIX (21.76).
OEGIXPMBJXOEGIX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence12 years24 years-
Gain YTD-0.5522.940-19%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.22B30.9B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.5411.4766%
Returns for 3 years25.6033.8776%
Returns for 5 years21.7644.9548%
Returns for 10 years72.3791.7979%
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