OEGYX
Price
$35.26
Change
+$0.30 (+0.86%)
Updated
Aug 28 closing price
Net Assets
6.27B
PMBJX
Price
$43.85
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
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OEGYX vs PMBJX

Header iconOEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$35.26
Change+$0.30 (+0.86%)
VolumeN/A
Net Assets6.27B
Principal MidCap J
Price$43.85
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
OEGYX vs PMBJX Comparison Chart in %
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OEGYX vs. PMBJX commentary
Aug 29, 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 OEGYX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. OEGYX (6.27B). PMBJX pays higher dividends than OEGYX: PMBJX (0.06) vs OEGYX (0.00). OEGYX was incepted earlier than PMBJX: OEGYX (25 years) vs PMBJX (25 years). OEGYX (0.80) and PMBJX (0.78) have similar cost to investors . OEGYX is a more actively managed with annual turnover of: 102.00 vs. PMBJX (10.50). OEGYX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OEGYX annual gain was more profitable for investors over the last year : 9.52 vs. PMBJX (8.10). PMBJX return over 5 years is better than : 43.06 vs. OEGYX (13.80).
OEGYXPMBJXOEGYX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence25 years25 years-
Gain YTD4.4217.37660%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B32.9B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.528.10118%
Returns for 3 years31.4342.2774%
Returns for 5 years13.8043.0632%
Returns for 10 years81.14108.5675%
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