OEGNX
Price
$20.76
Change
+$0.04 (+0.19%)
Updated
Apr 17 closing price
Net Assets
5.34B
PMBMX
Price
$38.99
Change
+$0.14 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
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OEGNX vs PMBMX

Header iconOEGNX vs PMBMX Comparison
Open Charts OEGNX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$20.76
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets5.34B
Principal MidCap R3
Price$38.99
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets28.23B
OEGNX vs PMBMX Comparison Chart
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OEGNX vs. PMBMX commentary
Apr 18, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.2B vs. OEGNX (5.34B). PMBMX pays higher dividends than OEGNX: PMBMX (0.02) vs OEGNX (0.00). OEGNX was incepted earlier than PMBMX: OEGNX (24 years) vs PMBMX (24 years). OEGNX (1.29) is less costly to investors than PMBMX (1.15). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGNX: PMBMX (0) vs OEGNX (1000). PMBMX annual gain was more profitable for investors over the last year : 6.17 vs. OEGNX (-9.64). PMBMX return over 5 years is better than : 57.01 vs. OEGNX (6.75).
OEGNXPMBMXOEGNX / PMBMX
Total Expense Ratio1.291.15112%
Annual Report Gross Expense Ratio1.291.15112%
Fund Existence24 years24 years-
Gain YTD-16.147-4.896330%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.34B28.2B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year-9.646.17-156%
Returns for 3 years-3.2716.69-20%
Returns for 5 years6.7557.0112%
Returns for 10 years20.8970.2130%
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