CCSMX
Price
$25.61
Change
+$0.29 (+1.15%)
Updated
Jul 3 closing price
Net Assets
665.65M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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CCSMX vs PMBJX

Header iconCCSMX vs PMBJX Comparison
Open Charts CCSMX vs PMBJXBanner chart's image
Conestoga SMid Cap Investors
Price$25.61
Change+$0.29 (+1.15%)
VolumeN/A
Net Assets665.65M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
CCSMX vs PMBJX Comparison Chart in %
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CCSMX vs. PMBJX commentary
Jul 07, 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 StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. CCSMX (666M). PMBJX pays higher dividends than CCSMX: PMBJX (0.06) vs CCSMX (0.00). CCSMX was incepted earlier than PMBJX: CCSMX (11 years) vs PMBJX (24 years). CCSMX (1.54) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. CCSMX (9.00). PMBJX has a lower initial minimum investment than CCSMX: PMBJX (1000) vs CCSMX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. CCSMX (11.79). PMBJX return over 5 years is better than : 58.39 vs. CCSMX (44.28).
CCSMXPMBJXCCSMX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.540.78197%
Fund Existence11 years24 years-
Gain YTD0.0397.0571%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets666M32.3B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year11.7915.2677%
Returns for 3 years37.5451.7972%
Returns for 5 years44.2858.3976%
Returns for 10 years169.30100.46169%
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