OEGNX
Price
$22.71
Change
+$0.50 (+2.25%)
Updated
May 2 closing price
Net Assets
5.7B
PMBPX
Price
$44.00
Change
+$0.81 (+1.88%)
Updated
May 2 closing price
Net Assets
29.61B
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OEGNX vs PMBPX

Header iconOEGNX vs PMBPX Comparison
Open Charts OEGNX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth R
Price$22.71
Change+$0.50 (+2.25%)
VolumeN/A
Net Assets5.7B
Principal MidCap R5
Price$44.00
Change+$0.81 (+1.88%)
VolumeN/A
Net Assets29.61B
OEGNX vs PMBPX Comparison Chart
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OEGNX vs. PMBPX commentary
May 03, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. OEGNX (5.7B). PMBPX pays higher dividends than OEGNX: PMBPX (0.01) vs OEGNX (0.00). OEGNX was incepted earlier than PMBPX: OEGNX (24 years) vs PMBPX (24 years). OEGNX (1.30) is less costly to investors than PMBPX (0.83). OEGNX is a more actively managed with annual turnover of: 102.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OEGNX: PMBPX (0) vs OEGNX (1000). PMBPX annual gain was more profitable for investors over the last year : 9.85 vs. OEGNX (-4.35). PMBPX return over 5 years is better than : 69.32 vs. OEGNX (15.32).
OEGNXPMBPXOEGNX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.300.83157%
Fund Existence24 years24 years-
Gain YTD-10.117-0.6211,629%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.7B29.6B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.359.85-44%
Returns for 3 years9.1929.9131%
Returns for 5 years15.3269.3222%
Returns for 10 years32.9989.1637%
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