PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
OEGYX vs. MLUAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

OEGYX vs. MLUAX

Last updated May 13, 2025

Compare and contrast key facts about Invesco Discovery Mid Cap Growth Fund (OEGYX) and MassMutual Mid Cap Value Fund (MLUAX).

OEGYX is managed by Invesco. It was launched on Nov 1, 2000. MLUAX is managed by MassMutual. It was launched on Aug 29, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OEGYX or MLUAX.

Correlation

The correlation between OEGYX and MLUAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

OEGYX vs. MLUAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Discovery Mid Cap Growth Fund (OEGYX) and MassMutual Mid Cap Value Fund (MLUAX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

OEGYX

YTD

-4.30%

1M

13.90%

6M

-12.79%

1Y

0.69%

5Y*

5.20%

10Y*

4.96%

MLUAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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

OEGYX vs. MLUAX - Expense Ratio Comparison

OEGYX has a 0.78% expense ratio, which is lower than MLUAX's 1.16% expense ratio.

MLUAX
MassMutual Mid Cap Value Fund
OEGYX
Invesco Discovery Mid Cap Growth Fund

Risk-Adjusted Performance

OEGYX vs. MLUAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OEGYX
The Risk-Adjusted Performance Rank of OEGYX is 2222
Overall Rank
The Sharpe Ratio Rank of OEGYX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of OEGYX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of OEGYX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of OEGYX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of OEGYX is 2121
Martin Ratio Rank
MLUAX
The Risk-Adjusted Performance Rank of MLUAX is 2020
Overall Rank
The Sharpe Ratio Rank of MLUAX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of MLUAX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of MLUAX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of MLUAX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of MLUAX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OEGYX vs. MLUAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and MassMutual Mid Cap Value Fund (MLUAX). 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.

Loading data...

Dividends

OEGYX vs. MLUAX - Dividend Comparison

Neither OEGYX nor MLUAX has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
OEGYX
Invesco Discovery Mid Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MLUAX
MassMutual Mid Cap Value Fund		0.91%0.90%0.98%1.65%0.00%0.93%1.33%0.85%0.96%0.94%0.58%0.58%

Drawdowns

OEGYX vs. MLUAX - Drawdown Comparison

Loading data...

Volatility

OEGYX vs. MLUAX - Volatility Comparison

Loading data...