OEGIX
Price
$30.21
Change
+$0.68 (+2.30%)
Updated
Apr 24 closing price
Net Assets
5.43B
PMBMX
Price
$39.56
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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OEGIX vs PMBMX

Header iconOEGIX vs PMBMX Comparison
Open Charts OEGIX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth R6
Price$30.21
Change+$0.68 (+2.30%)
VolumeN/A
Net Assets5.43B
Principal MidCap R3
Price$39.56
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
OEGIX vs PMBMX Comparison Chart
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OEGIX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.5B vs. OEGIX (5.43B). PMBMX pays higher dividends than OEGIX: PMBMX (0.02) vs OEGIX (0.00). OEGIX was incepted earlier than PMBMX: OEGIX (12 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than OEGIX (0.66). 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 : 5.22 vs. OEGIX (-7.40). PMBMX return over 5 years is better than : 61.76 vs. OEGIX (21.67).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.661.1557%
Annual Report Gross Expense Ratio0.661.1557%
Fund Existence12 years24 years-
Gain YTD-14.257-4.431322%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.43B28.5B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year-7.405.22-142%
Returns for 3 years4.3119.6022%
Returns for 5 years21.6761.7635%
Returns for 10 years48.9970.3070%
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