CCSGX
Price
$26.55
Change
+$0.41 (+1.57%)
Updated
Sep 5 closing price
Net Assets
653.15M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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CCSGX vs PMBPX

Header iconCCSGX vs PMBPX Comparison
Open Charts CCSGX vs PMBPXBanner chart's image
Conestoga SMid Cap Institutional
Price$26.55
Change+$0.41 (+1.57%)
VolumeN/A
Net Assets653.15M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
CCSGX vs PMBPX Comparison Chart in %
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CCSGX vs. PMBPX commentary
Sep 09, 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 CCSGX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. CCSGX (653M). PMBPX pays higher dividends than CCSGX: PMBPX (0.01) vs CCSGX (0.00). CCSGX was incepted earlier than PMBPX: CCSGX (11 years) vs PMBPX (25 years). CCSGX (1.02) is less costly to investors than PMBPX (0.83). PMBPX (10.50) and CCSGX (10.00) have comparable annual turnover. PMBPX has a lower initial minimum investment than CCSGX: PMBPX (0) vs CCSGX (250000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. CCSGX (6.37). PMBPX return over 5 years is better than : 47.38 vs. CCSGX (38.28).
CCSGXPMBPXCCSGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence11 years25 years-
Gain YTD1.1047.01816%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets653M33B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.379.1670%
Returns for 3 years38.2146.0483%
Returns for 5 years38.2847.3881%
Returns for 10 years191.44111.63172%
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