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CCSMX vs PCBIX
CCSMX vs PCBIX Comparison
Open Charts CCSMX vs PCBIX
Conestoga SMid Cap Investors
Price$23.41
Change-$0.96 (-3.94%)
VolumeN/A
Net Assets578.33M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
CCSMX vs PCBIX Comparison Chart in %
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CCSMX vs. PCBIX commentary
Feb 04, 2026
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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. CCSMX (578M). CCSMX (0.00) and PCBIX (0.00) have matching dividends . 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). PCBIX is a more actively managed with annual turnover of: 13.70 vs. CCSMX (11.00). PCBIX has a lower initial minimum investment than CCSMX: PCBIX (0) vs CCSMX (2500). CCSMX (-10.61) and PCBIX (-10.93) have marching annual gain over last year. PCBIX return over 5 years is better than : 14.21 vs. CCSMX (0.17).
| 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 | -0.679 | -2.920 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 29.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.61 | -10.93 | 97% |
| Returns for 3 years | 12.01 | 21.90 | 55% |
| Returns for 5 years | 0.17 | 14.21 | 1% |
| Returns for 10 years | 194.84 | 124.71 | 156% |
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