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CCSMX vs PCBIX
CCSMX vs PCBIX Comparison
Open Charts CCSMX vs PCBIX
Conestoga SMid Cap Investors
Price$24.08
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets595.29M
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
CCSMX vs PCBIX Comparison Chart in %
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CCSMX vs. PCBIX commentary
Dec 27, 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 CCSMX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. CCSMX (595M). PCBIX pays higher dividends than CCSMX: PCBIX (0.12) vs CCSMX (0.00). CCSMX was incepted earlier than PCBIX: CCSMX (12 years) vs PCBIX (25 years). CCSMX (1.54) is less costly to investors than PCBIX (0.67). CCSMX (11.00) and PCBIX (10.50) have comparable annual turnover. PCBIX has a lower initial minimum investment than CCSMX: PCBIX (0) vs CCSMX (2500). PCBIX annual gain was more profitable for investors over the last year : -4.25 vs. CCSMX (-8.06). PCBIX return over 5 years is better than : 21.92 vs. CCSMX (5.94).
| CCSMX | PCBIX | CCSMX / PCBIX | |
| Total Expense Ratio | 1.10 | 0.67 | 164% |
| Annual Report Gross Expense Ratio | 1.54 | 0.67 | 230% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -5.938 | -2.289 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 31.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -8.06 | -4.25 | 190% |
| Returns for 3 years | 31.51 | 40.26 | 78% |
| Returns for 5 years | 5.94 | 21.92 | 27% |
| Returns for 10 years | 156.44 | 108.80 | 144% |
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