OEGYX
Price
$35.26
Change
+$0.30 (+0.86%)
Updated
Aug 28 closing price
Net Assets
6.27B
PMBMX
Price
$43.78
Change
+$0.02 (+0.05%)
Updated
Aug 28 closing price
Net Assets
32.88B
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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$35.26
Change+$0.30 (+0.86%)
VolumeN/A
Net Assets6.27B
Principal MidCap R3
Price$43.78
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.88B
OEGYX vs PMBMX Comparison Chart in %
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OEGYX vs. PMBMX commentary
Aug 29, 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: 32.9B vs. OEGYX (6.27B). 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 : 9.52 vs. PMBMX (7.70). PMBMX return over 5 years is better than : 40.65 vs. OEGYX (13.80).
OEGYXPMBMXOEGYX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.801.1470%
Fund Existence25 years25 years-
Gain YTD4.4217.12462%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B32.9B19%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.527.70124%
Returns for 3 years31.4340.7477%
Returns for 5 years13.8040.6534%
Returns for 10 years81.14102.5579%
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