OEGIX
Price
$36.75
Change
+$0.81 (+2.25%)
Updated
Oct 13 closing price
Net Assets
6.33B
PMBMX
Price
$42.17
Change
+$0.45 (+1.08%)
Updated
Oct 13 closing price
Net Assets
32.48B
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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$36.75
Change+$0.81 (+2.25%)
VolumeN/A
Net Assets6.33B
Principal MidCap R3
Price$42.17
Change+$0.45 (+1.08%)
VolumeN/A
Net Assets32.48B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX commentary
Oct 15, 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.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. OEGIX (6.33B). PMBMX pays higher dividends than OEGIX: PMBMX (0.02) vs OEGIX (0.00). OEGIX was incepted earlier than PMBMX: OEGIX (13 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). OEGIX annual gain was more profitable for investors over the last year : 1.27 vs. PMBMX (-2.02). PMBMX return over 5 years is better than : 33.32 vs. OEGIX (8.32).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence13 years25 years-
Gain YTD4.3552.130205%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B32.5B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.27-2.02-63%
Returns for 3 years48.2153.8190%
Returns for 5 years8.3233.3225%
Returns for 10 years85.2693.2891%
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