OEGYX
Price
$33.65
Change
+$0.37 (+1.11%)
Updated
Jun 6 closing price
Net Assets
6.29B
PMBMX
Price
$42.27
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
31.15B
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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$33.65
Change+$0.37 (+1.11%)
VolumeN/A
Net Assets6.29B
Principal MidCap R3
Price$42.27
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets31.15B
OEGYX vs PMBMX Comparison Chart
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OEGYX vs. PMBMX commentary
Jun 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 Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. OEGYX (6.29B). 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 : 11.79 vs. OEGYX (8.51). PMBMX return over 5 years is better than : 43.52 vs. OEGYX (21.70).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD0.5083.47615%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.29B31.2B20%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.5111.7972%
Returns for 3 years26.3633.3779%
Returns for 5 years21.7043.5250%
Returns for 10 years70.2187.5880%
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