CCSGX
Price
$25.73
Change
-$0.16 (-0.62%)
Updated
Aug 15 closing price
Net Assets
637.76M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$25.73
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets637.76M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
CCSGX vs PMBPX Comparison Chart in %
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CCSGX vs. PMBPX commentary
Aug 19, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. CCSGX (638M). 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 : 9.12 vs. CCSGX (1.94). PMBPX return over 5 years is better than : 45.20 vs. CCSGX (31.81).
CCSGXPMBPXCCSGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence11 years25 years-
Gain YTD-2.0185.798-35%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets638M32.5B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.949.1221%
Returns for 3 years17.9730.7558%
Returns for 5 years31.8145.2070%
Returns for 10 years169.4296.67175%
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