Interact to see
Advertisement
Advertisement
OEGYX vs PMBJX
OEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJX
Invesco Discovery Mid Cap Growth Y
Price$32.12
Change-$0.71 (-2.16%)
VolumeN/A
Net Assets6.16B
OEGYX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEGYX vs. PMBJX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. OEGYX (6.16B). PMBJX pays higher dividends than OEGYX: PMBJX (0.06) vs OEGYX (0.00). OEGYX was incepted earlier than PMBJX: OEGYX (25 years) vs PMBJX (24 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. PMBJX annual gain was more profitable for investors over the last year : 10.08 vs. OEGYX (1.96). PMBJX return over 5 years is better than : 65.85 vs. OEGYX (24.64).
| OEGYX | PMBJX | OEGYX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.78 | 103% |
| Annual Report Gross Expense Ratio | 0.80 | 0.78 | 103% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -1.941 | 4.460 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 31.3B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 1.96 | 10.08 | 19% |
| Returns for 3 years | 33.24 | 45.19 | 74% |
| Returns for 5 years | 24.64 | 65.85 | 37% |
| Returns for 10 years | 64.73 | 90.99 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers