OEGYX
Price
$35.51
Change
-$0.30 (-0.84%)
Updated
Oct 7 closing price
Net Assets
6.37B
PMBMX
Price
$42.66
Change
-$0.30 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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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$35.51
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets6.37B
Principal MidCap R3
Price$42.66
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets33.08B
OEGYX vs PMBMX Comparison Chart in %
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OEGYX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. OEGYX (6.37B). 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). OEGYX annual gain was more profitable for investors over the last year : 6.80 vs. PMBMX (3.72). PMBMX return over 5 years is better than : 36.89 vs. OEGYX (12.65).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD6.9595.165135%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.37B33.1B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.803.72183%
Returns for 3 years45.1052.5486%
Returns for 5 years12.6536.8934%
Returns for 10 years86.1299.4087%
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