CCSGX
Price
$24.02
Change
+$0.46 (+1.95%)
Updated
Apr 11 closing price
Net Assets
610.36M
PMBMX
Price
$38.96
Change
+$0.67 (+1.75%)
Updated
Apr 11 closing price
Net Assets
27.72B
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CCSGX vs PMBMX

Header iconCCSGX vs PMBMX Comparison
Open Charts CCSGX vs PMBMXBanner chart's image
Conestoga SMid Cap Institutional
Price$24.02
Change+$0.46 (+1.95%)
VolumeN/A
Net Assets610.36M
Principal MidCap R3
Price$38.96
Change+$0.67 (+1.75%)
VolumeN/A
Net Assets27.72B
CCSGX vs PMBMX Comparison Chart
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CCSGX vs. PMBMX commentary
Apr 12, 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 CCSGX is a Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 27.7B vs. CCSGX (610M). PMBMX pays higher dividends than CCSGX: PMBMX (0.02) vs CCSGX (0.00). CCSGX was incepted earlier than PMBMX: CCSGX (10 years) vs PMBMX (24 years). PMBMX (1.15) is less costly to investors than CCSGX (1.02). PMBMX is a more actively managed with annual turnover of: 10.50 vs. CCSGX (9.00). PMBMX has a lower initial minimum investment than CCSGX: PMBMX (0) vs CCSGX (250000). PMBMX annual gain was more profitable for investors over the last year : 1.11 vs. CCSGX (-1.34). PMBMX (56.64) and CCSGX (56.23) have equivalent 5 years return.
CCSGXPMBMXCCSGX / PMBMX
Total Expense Ratio0.851.1574%
Annual Report Gross Expense Ratio1.021.1589%
Fund Existence10 years24 years-
Gain YTD-10.282-6.267164%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets610M27.7B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.341.11-121%
Returns for 3 years6.9914.5348%
Returns for 5 years56.2356.6499%
Returns for 10 years145.4267.17216%
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