OEGYX
Price
$34.80
Change
+$0.40 (+1.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OEGYX vs PMBMX

Header iconOEGYX vs PMBMX Comparison
Open Charts OEGYX vs PMBMXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$34.80
Change+$0.40 (+1.16%)
VolumeN/A
Net Assets6.46B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OEGYX vs PMBMX Comparison Chart in %
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OEGYX vs. PMBMX commentary
Jul 06, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OEGYX (6.46B). PMBMX pays higher dividends than OEGYX: PMBMX (0.02) vs OEGYX (0.00). OEGYX was incepted earlier than PMBMX: OEGYX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OEGYX (0.80). OEGYX is a more actively managed with annual turnover of: 102.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OEGYX: PMBMX (0) vs OEGYX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OEGYX (10.65). PMBMX return over 5 years is better than : 55.71 vs. OEGYX (22.32).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD3.9436.85458%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B32.3B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year10.6514.8072%
Returns for 3 years44.7650.1989%
Returns for 5 years22.3255.7140%
Returns for 10 years74.3594.7478%
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