CCSMX
Price
$24.66
Change
-$0.37 (-1.48%)
Updated
Jun 13 closing price
Net Assets
644.21M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$24.66
Change-$0.37 (-1.48%)
VolumeN/A
Net Assets644.21M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
CCSMX vs PMBPX Comparison Chart
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CCSMX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. CCSMX (644M). 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 : 10.26 vs. CCSMX (8.49). PMBPX return over 5 years is better than : 54.31 vs. CCSMX (44.72).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.540.83186%
Fund Existence11 years25 years-
Gain YTD-3.6721.933-190%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets644M30.6B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.4910.2683%
Returns for 3 years39.0949.5279%
Returns for 5 years44.7254.3182%
Returns for 10 years155.8192.68168%
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