OEGNX
Price
$25.58
Change
-$0.09 (-0.35%)
Updated
Aug 5 closing price
Net Assets
6.42B
PMBMX
Price
$43.16
Change
-$0.67 (-1.53%)
Updated
Aug 5 closing price
Net Assets
32.88B
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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$25.58
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets6.42B
Principal MidCap R3
Price$43.16
Change-$0.67 (-1.53%)
VolumeN/A
Net Assets32.88B
OEGNX vs PMBMX Comparison Chart in %
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OEGNX vs. PMBMX commentary
Aug 07, 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 Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. OEGNX (6.42B). PMBMX pays higher dividends than OEGNX: PMBMX (0.02) vs OEGNX (0.00). OEGNX was incepted earlier than PMBMX: OEGNX (24 years) vs PMBMX (25 years). OEGNX (1.30) is less costly to investors than PMBMX (1.14). 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). OEGNX annual gain was more profitable for investors over the last year : 17.05 vs. PMBMX (15.25). PMBMX return over 5 years is better than : 45.17 vs. OEGNX (4.69).
OEGNXPMBMXOEGNX / PMBMX
Total Expense Ratio1.301.14114%
Annual Report Gross Expense Ratio1.301.14114%
Fund Existence24 years25 years-
Gain YTD3.8857.29553%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.42B32.9B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year17.0515.25112%
Returns for 3 years24.9836.6668%
Returns for 5 years4.6945.1710%
Returns for 10 years46.6993.3050%
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