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OEGIX vs PMBMX
OEGIX vs PMBMX Comparison
Open Charts OEGIX vs PMBMX
Invesco Discovery Mid Cap Growth R6
Price$34.58
Change+$0.26 (+0.76%)
VolumeN/A
Net Assets6.26B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX commentary
Jun 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. OEGIX (6.26B). PMBMX pays higher dividends than OEGIX: PMBMX (0.02) vs OEGIX (0.00). OEGIX was incepted earlier than PMBMX: OEGIX (12 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGIX (0.67). OEGIX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGIX: PMBMX (0) vs OEGIX (1000000). PMBMX annual gain was more profitable for investors over the last year : 8.82 vs. OEGIX (6.43). PMBMX return over 5 years is better than : 48.43 vs. OEGIX (22.15).
| OEGIX | PMBMX | OEGIX / PMBMX | |
| Total Expense Ratio | 0.67 | 1.14 | 59% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 0.407 | 2.007 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 30.5B | 21% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.43 | 8.82 | 73% |
| Returns for 3 years | 46.53 | 50.36 | 92% |
| Returns for 5 years | 22.15 | 48.43 | 46% |
| Returns for 10 years | 68.85 | 82.33 | 84% |
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