OEGNX
Price
$25.15
Change
+$0.09 (+0.36%)
Updated
Jul 16 closing price
Net Assets
6.31B
PMBCX
Price
$36.89
Change
+$0.30 (+0.82%)
Updated
Jul 16 closing price
Net Assets
31.8B
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OEGNX vs PMBCX

Header iconOEGNX vs PMBCX Comparison
Open Charts OEGNX vs PMBCXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$25.15
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets6.31B
Principal MidCap C
Price$36.89
Change+$0.30 (+0.82%)
VolumeN/A
Net Assets31.8B
OEGNX vs PMBCX Comparison Chart in %
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OEGNX vs. PMBCX commentary
Jul 17, 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 OEGNX is a Buy and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. OEGNX (6.31B). OEGNX (0.00) and PMBCX (0.00) have matching dividends . OEGNX was incepted earlier than PMBCX: OEGNX (24 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than OEGNX (1.30). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBCX (10.50). OEGNX (1000) and PMBCX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 5.94 vs. OEGNX (3.30). PMBCX return over 5 years is better than : 39.66 vs. OEGNX (6.23).
OEGNXPMBCXOEGNX / PMBCX
Total Expense Ratio1.301.7574%
Annual Report Gross Expense Ratio1.301.7574%
Fund Existence24 years19 years-
Gain YTD1.4164.24533%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.31B31.8B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.305.9456%
Returns for 3 years37.3241.8889%
Returns for 5 years6.2339.6616%
Returns for 10 years41.5869.0960%
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