CCSMX
Price
$24.66
Change
-$0.37 (-1.48%)
Updated
Jun 13 closing price
Net Assets
644.21M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$24.66
Change-$0.37 (-1.48%)
VolumeN/A
Net Assets644.21M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
CCSMX vs PMBJX Comparison Chart
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CCSMX vs. PMBJX commentary
Jun 15, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. CCSMX (644M). 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 : 10.12 vs. CCSMX (8.49). PMBJX return over 5 years is better than : 53.13 vs. CCSMX (44.72).
CCSMXPMBJXCCSMX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.540.78197%
Fund Existence11 years24 years-
Gain YTD-3.6721.960-187%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets644M30.6B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.4910.1284%
Returns for 3 years39.0948.9680%
Returns for 5 years44.7253.1384%
Returns for 10 years155.8188.94175%
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