OEGIX
Price
$35.65
Change
+$0.19 (+0.54%)
Updated
Jul 18 closing price
Net Assets
6.41B
PMBJX
Price
$43.56
Change
+$0.05 (+0.11%)
Updated
Jul 18 closing price
Net Assets
32.44B
Interact to see
Advertisement

OEGIX vs PMBJX

Header iconOEGIX vs PMBJX Comparison
Open Charts OEGIX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$35.65
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets6.41B
Principal MidCap J
Price$43.56
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets32.44B
OEGIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OEGIX vs. PMBJX commentary
Jul 20, 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 Hold and PMBJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.4B vs. OEGIX (6.41B). 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 : 10.81 vs. OEGIX (10.23). PMBJX return over 5 years is better than : 52.54 vs. OEGIX (18.95).
OEGIXPMBJXOEGIX / PMBJX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence12 years24 years-
Gain YTD2.9626.61645%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B32.4B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.2310.8195%
Returns for 3 years44.2050.9687%
Returns for 5 years18.9552.5436%
Returns for 10 years71.9796.5975%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
WRBY23.450.55
+2.40%
Warby Parker
UNCY4.650.07
+1.53%
Unicycive Therapeutics Inc
FCN166.221.39
+0.84%
FTI Consulting
IMPPP25.400.08
+0.32%
Imperial Petroleum
MRVI2.51-0.08
-3.09%
Maravai LifeSciences Holdings