BQMGX vs OEGAX

Both BQMGX and OEGAX are mutual funds. BQMGX has a lower 5-year return than OEGAX (13.96% vs 17.16%). BQMGX has a higher expense ratio than OEGAX (1.11% vs 1.03%). Below is the comparison between BQMGX and OEGAX.

BQMGX OEGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Bright Rock Invesco
Net Assets $100.60M $5.09B
Expense Ratio 1.11% 1.03%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $100,000.00 $3,000.00
YTD Return -11.92% -18.06%
1-Year Return -8.31% -18.26%
3-Year Return 16.94% 20.89%
5-Year Return 13.96% 17.16%
10-Year Return 11.59% 14.27%

BQMGX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. The Fund defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth Index.

BQMGX performance & returns

YTD Return -11.92%
1-Month Return -8.85%
3-Month Return -8.31%
1-Year Return -8.31%
3-Year Return 16.94%
5-Year Return 13.96%
10-Year Return 11.59%
BQMGX expense ratio is 1.11%.

BQMGX holdings

Top 10 Holdings (41.77% of Total Assets)

Name Symbol % Assets
Copart Inc CPRT 5.90%
IDEXX Laboratories Inc IDXX 4.99%
Sherwin-Williams Co SHW 4.58%
Dollar General Corp DG 4.08%
Cheniere Energy Inc LNG 3.93%
ResMed Inc RMD 3.88%
Jack Henry & Associates Inc JKHY 3.79%
Edwards Lifesciences Corp EW 3.65%
The Hershey Co HSY 3.58%
Tractor Supply Co TSCO 3.39%

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OEGAX description

The Fund seeks capital appreciation. The Fund emphasizes investments in equity securities of small- & mid-cap companies. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in small- & mid-cap companies.

OEGAX performance & returns

YTD Return -18.06%
1-Month Return -15.69%
3-Month Return -18.26%
1-Year Return -18.26%
3-Year Return 20.89%
5-Year Return 17.16%
10-Year Return 14.27%
OEGAX expense ratio is 1.03%.

OEGAX holdings

Top 10 Holdings (20.13% of Total Assets)

Name Symbol % Assets
Pool Corp POOL 2.32%
Synopsys Inc SNPS 2.19%
DexCom Inc DXCM 2.17%
West Pharmaceutical Services Inc WST 1.99%
RingCentral Inc Class A RNG 1.97%
Monolithic Power Systems Inc MPWR 1.95%
Chipotle Mexican Grill Inc Class A CMG 1.95%
IDEXX Laboratories Inc IDXX 1.92%
Roper Technologies Inc ROP 1.88%
Twilio Inc A TWLO 1.79%

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