OEGYX vs. BRMKX

In the year-to-date period, OEGYX achieves a -4.30% return, which is significantly lower than BRMKX's 0.81% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OEGYX has a 0.78% expense ratio, which is higher than BRMKX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and iShares Russell Mid-Cap Index Fund (BRMKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current OEGYX Sharpe Ratio is 0.03, which is lower than the BRMKX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of OEGYX and BRMKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OEGYX has not paid dividends to shareholders, while BRMKX's dividend yield for the trailing twelve months is around 1.56%.

The maximum OEGYX drawdown since its inception was -58.27%, which is greater than BRMKX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for OEGYX and BRMKX. For additional features, visit the drawdowns tool.

Invesco Discovery Mid Cap Growth Fund (OEGYX) has a higher volatility of 6.62% compared to iShares Russell Mid-Cap Index Fund (BRMKX) at 6.02%. This indicates that OEGYX's price experiences larger fluctuations and is considered to be riskier than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.