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CCSMX vs PCBIX
CCSMX vs PCBIX Comparison
Open Charts CCSMX vs PCBIX
Conestoga SMid Cap Investors
Price$25.12
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets637.76M
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
CCSMX vs PCBIX Comparison Chart in %
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CCSMX vs. PCBIX 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 CCSMX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. CCSMX (638M). PCBIX pays higher dividends than CCSMX: PCBIX (0.12) vs CCSMX (0.00). CCSMX was incepted earlier than PCBIX: CCSMX (12 years) vs PCBIX (24 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 : 9.06 vs. CCSMX (2.66). PCBIX return over 5 years is better than : 47.02 vs. CCSMX (30.77).
| 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 | 24 years | - |
| Gain YTD | -1.875 | 5.744 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 32.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 2.66 | 9.06 | 29% |
| Returns for 3 years | 21.53 | 34.84 | 62% |
| Returns for 5 years | 30.77 | 47.02 | 65% |
| Returns for 10 years | 177.57 | 113.70 | 156% |
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