OEGNX
Price
$24.40
Change
+$0.15 (+0.62%)
Updated
Jun 3 closing price
Net Assets
6.16B
PMBJX
Price
$42.03
Change
+$0.17 (+0.41%)
Updated
Jun 3 closing price
Net Assets
30.8B
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OEGNX vs PMBJX

Header iconOEGNX vs PMBJX Comparison
Open Charts OEGNX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$24.40
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets6.16B
Principal MidCap J
Price$42.03
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets30.8B
OEGNX vs PMBJX Comparison Chart
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OEGNX vs. PMBJX commentary
Jun 04, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. OEGNX (6.16B). PMBJX pays higher dividends than OEGNX: PMBJX (0.06) vs OEGNX (0.00). OEGNX was incepted earlier than PMBJX: OEGNX (24 years) vs PMBJX (24 years). OEGNX (1.30) is less costly to investors than PMBJX (0.78). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGNX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 10.95 vs. OEGNX (4.57). PMBJX return over 5 years is better than : 47.64 vs. OEGNX (10.88).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence24 years24 years-
Gain YTD-1.8622.573-72%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B30.8B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.5710.9542%
Returns for 3 years22.5435.0764%
Returns for 5 years10.8847.6423%
Returns for 10 years40.2589.8245%
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