CCSMX
Price
$25.61
Change
+$0.29 (+1.15%)
Updated
Jul 3 closing price
Net Assets
665.65M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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CCSMX vs PMBPX

Header iconCCSMX vs PMBPX Comparison
Open Charts CCSMX vs PMBPXBanner chart's image
Conestoga SMid Cap Investors
Price$25.61
Change+$0.29 (+1.15%)
VolumeN/A
Net Assets665.65M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
CCSMX vs PMBPX Comparison Chart in %
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CCSMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. CCSMX (666M). PMBPX pays higher dividends than CCSMX: PMBPX (0.01) vs CCSMX (0.00). CCSMX was incepted earlier than PMBPX: CCSMX (11 years) vs PMBPX (25 years). CCSMX (1.54) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. CCSMX (9.00). PMBPX has a lower initial minimum investment than CCSMX: PMBPX (0) vs CCSMX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. CCSMX (11.79). PMBPX return over 5 years is better than : 59.60 vs. CCSMX (44.28).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.540.83186%
Fund Existence11 years25 years-
Gain YTD0.0397.0411%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets666M32.3B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.7915.4176%
Returns for 3 years37.5452.3972%
Returns for 5 years44.2859.6074%
Returns for 10 years169.30104.46162%
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