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OEGYX vs PMBJX
OEGYX vs PMBJX Comparison
Open Charts OEGYX vs PMBJX
Invesco Discovery Mid Cap Growth Y
Price$33.06
Change-$0.23 (-0.69%)
VolumeN/A
Net Assets6.16B
OEGYX vs PMBJX Comparison Chart
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OEGYX vs. PMBJX commentary
Jun 15, 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: 30.6B 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 : 10.12 vs. OEGYX (5.56). PMBJX return over 5 years is better than : 53.13 vs. OEGYX (24.33).
| 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 | -1.254 | 1.960 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 30.6B | 20% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 5.56 | 10.12 | 55% |
| Returns for 3 years | 40.08 | 48.96 | 82% |
| Returns for 5 years | 24.33 | 53.13 | 46% |
| Returns for 10 years | 64.81 | 88.94 | 73% |
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