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CCSMX vs PCBIX
CCSMX vs PCBIX Comparison
Open Charts CCSMX vs PCBIX
Conestoga SMid Cap Investors
Price$23.56
Change-$0.42 (-1.75%)
VolumeN/A
Net Assets591.8M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
CCSMX vs PCBIX Comparison Chart in %
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CCSMX vs. PCBIX commentary
Nov 14, 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 Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. CCSMX (592M). 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). PCBIX (10.50) and CCSMX (10.00) 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 : -4.65 vs. CCSMX (-12.16). PCBIX return over 5 years is better than : 33.05 vs. CCSMX (14.30).
| 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 | -6.328 | 3.029 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 32B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -12.16 | -4.65 | 262% |
| Returns for 3 years | 22.97 | 35.68 | 64% |
| Returns for 5 years | 14.30 | 33.05 | 43% |
| Returns for 10 years | 163.23 | 111.81 | 146% |
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