OEGYX
Price
$28.69
Change
+$0.66 (+2.35%)
Updated
Apr 23 closing price
Net Assets
5.31B
PMBMX
Price
$39.56
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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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$28.69
Change+$0.66 (+2.35%)
VolumeN/A
Net Assets5.31B
Principal MidCap R3
Price$39.56
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
OEGYX vs PMBMX Comparison Chart
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OEGYX vs. PMBMX commentary
Apr 24, 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: 28.5B vs. OEGYX (5.31B). PMBMX pays higher dividends than OEGYX: PMBMX (0.02) vs OEGYX (0.00). OEGYX was incepted earlier than PMBMX: OEGYX (24 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than OEGYX (0.79). 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 : 5.22 vs. OEGYX (-9.67). PMBMX return over 5 years is better than : 61.76 vs. OEGYX (17.48).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.791.1569%
Annual Report Gross Expense Ratio0.791.1569%
Fund Existence24 years24 years-
Gain YTD-16.278-4.431367%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.31B28.5B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year-9.675.22-185%
Returns for 3 years2.6419.6013%
Returns for 5 years17.4861.7628%
Returns for 10 years40.6470.3058%
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