OEGYX
Price
$34.89
Change
+$0.04 (+0.11%)
Updated
Aug 7 closing price
Net Assets
6.41B
PMBPX
Price
$45.71
Change
-$0.33 (-0.72%)
Updated
Aug 7 closing price
Net Assets
32.43B
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OEGYX vs PMBPX

Header iconOEGYX vs PMBPX Comparison
Open Charts OEGYX vs PMBPXBanner chart's image
Invesco Discovery Mid Cap Growth Y
Price$34.89
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.41B
Principal MidCap R5
Price$45.71
Change-$0.33 (-0.72%)
VolumeN/A
Net Assets32.43B
OEGYX vs PMBPX Comparison Chart in %
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OEGYX vs. PMBPX commentary
Aug 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. OEGYX (6.41B). PMBPX pays higher dividends than OEGYX: PMBPX (0.01) vs OEGYX (0.00). OEGYX was incepted earlier than PMBPX: OEGYX (25 years) vs PMBPX (25 years). PMBPX (0.83) and OEGYX (0.80) have similar cost to investors . OEGYX is a more actively managed with annual turnover of: 102.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OEGYX: PMBPX (0) vs OEGYX (1000). OEGYX annual gain was more profitable for investors over the last year : 18.50 vs. PMBPX (14.25). PMBPX return over 5 years is better than : 46.40 vs. OEGYX (15.67).
OEGYXPMBPXOEGYX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.800.8396%
Fund Existence25 years25 years-
Gain YTD4.0925.93669%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B32.4B20%
Annual Yield % from dividends0.000.01-
Returns for 1 year18.5014.25130%
Returns for 3 years27.9435.9878%
Returns for 5 years15.6746.4034%
Returns for 10 years70.8397.6073%
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