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OEGYX vs PMBJX
OEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJX
Invesco Discovery Mid Cap Growth Y
Price$28.71
Change+$2.46 (+9.37%)
VolumeN/A
Net Assets5.43B
OEGYX vs PMBJX Comparison Chart
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OEGYX vs. PMBJX commentary
Apr 11, 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.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. OEGYX (5.43B). PMBJX pays higher dividends than OEGYX: PMBJX (0.06) vs OEGYX (0.00). OEGYX was incepted earlier than PMBJX: OEGYX (24 years) vs PMBJX (24 years). PMBJX (0.82) and OEGYX (0.79) 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 : -4.81 vs. OEGYX (-18.25). PMBJX return over 5 years is better than : 51.94 vs. OEGYX (14.43).
| OEGYX | PMBJX | OEGYX / PMBJX | |
| Total Expense Ratio | 0.79 | 0.82 | 96% |
| Annual Report Gross Expense Ratio | 0.79 | 0.82 | 96% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -21.595 | -10.512 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 28.5B | 19% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -18.25 | -4.81 | 379% |
| Returns for 3 years | -9.26 | 8.02 | -116% |
| Returns for 5 years | 14.43 | 51.94 | 28% |
| Returns for 10 years | 31.98 | 63.61 | 50% |
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