OEGYX
Price
$35.51
Change
-$0.30 (-0.84%)
Updated
Oct 7 closing price
Net Assets
6.37B
PMBJX
Price
$42.74
Change
-$0.30 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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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$35.51
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets6.37B
Principal MidCap J
Price$42.74
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets33.08B
OEGYX vs PMBJX Comparison Chart in %
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OEGYX vs. PMBJX commentary
Oct 08, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. OEGYX (6.37B). 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 : 6.80 vs. PMBJX (4.12). PMBJX return over 5 years is better than : 39.19 vs. OEGYX (12.65).
OEGYXPMBJXOEGYX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.800.78103%
Fund Existence25 years25 years-
Gain YTD6.9595.464127%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.37B33.1B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.804.12165%
Returns for 3 years45.1054.1983%
Returns for 5 years12.6539.1932%
Returns for 10 years86.12105.3382%
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