OEGIX
Price
$36.30
Change
+$0.31 (+0.86%)
Updated
Aug 28 closing price
Net Assets
6.27B
PMBMX
Price
$43.78
Change
+$0.02 (+0.05%)
Updated
Aug 28 closing price
Net Assets
32.88B
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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$36.30
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets6.27B
Principal MidCap R3
Price$43.78
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.88B
OEGIX vs PMBMX Comparison Chart in %
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OEGIX vs. PMBMX commentary
Aug 30, 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: 32.9B vs. OEGIX (6.27B). 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 : 9.76 vs. PMBMX (7.70). PMBMX return over 5 years is better than : 40.65 vs. OEGIX (15.09).
OEGIXPMBMXOEGIX / PMBMX
Total Expense Ratio0.671.1459%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence13 years25 years-
Gain YTD4.5017.12463%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B32.9B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.767.70127%
Returns for 3 years32.0740.7479%
Returns for 5 years15.0940.6537%
Returns for 10 years85.32102.5583%
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