OEGNX
Price
$26.19
Change
+$0.36 (+1.39%)
Updated
Nov 25 closing price
Net Assets
6.17B
PMBJX
Price
$41.62
Change
+$0.84 (+2.06%)
Updated
Nov 25 closing price
Net Assets
30.93B
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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$26.19
Change+$0.36 (+1.39%)
VolumeN/A
Net Assets6.17B
Principal MidCap J
Price$41.62
Change+$0.84 (+2.06%)
VolumeN/A
Net Assets30.93B
OEGNX vs PMBJX Comparison Chart in %
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OEGNX vs. PMBJX commentary
Nov 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. OEGNX (6.17B). PMBJX pays higher dividends than OEGNX: PMBJX (0.06) vs OEGNX (0.00). OEGNX was incepted earlier than PMBJX: OEGNX (25 years) vs PMBJX (25 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. OEGNX annual gain was more profitable for investors over the last year : -7.06 vs. PMBJX (-10.08). PMBJX return over 5 years is better than : 24.33 vs. OEGNX (-2.53).
OEGNXPMBJXOEGNX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence25 years25 years-
Gain YTD5.989-0.074-8,147%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.17B30.9B20%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.06-10.0870%
Returns for 3 years33.0830.37109%
Returns for 5 years-2.5324.33-10%
Returns for 10 years53.1689.2660%
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