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CCSMX vs PMBJX
CCSMX vs PMBJX Comparison
Open Charts CCSMX vs PMBJX
Conestoga SMid Cap Investors
Price$24.48
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets659.75M
CCSMX vs PMBJX Comparison Chart
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CCSMX vs. PMBJX commentary
May 23, 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 Buy and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. CCSMX (660M). 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 : 10.08 vs. CCSMX (6.46). PMBJX return over 5 years is better than : 65.85 vs. CCSMX (49.91).
| CCSMX | PMBJX | CCSMX / PMBJX | |
| Total Expense Ratio | 1.10 | 0.78 | 141% |
| Annual Report Gross Expense Ratio | 1.54 | 0.78 | 197% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -1.562 | 4.460 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 31.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.46 | 10.08 | 64% |
| Returns for 3 years | 34.62 | 45.19 | 77% |
| Returns for 5 years | 49.91 | 65.85 | 76% |
| Returns for 10 years | 165.82 | 90.99 | 182% |
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