CCSMX
Price
$25.03
Change
-$0.07 (-0.28%)
Updated
Jun 12 closing price
Net Assets
656.74M
PMBJX
Price
$42.25
Change
+$0.16 (+0.38%)
Updated
Jun 12 closing price
Net Assets
31.05B
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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$25.03
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets656.74M
Principal MidCap J
Price$42.25
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets31.05B
CCSMX vs PMBJX Comparison Chart
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CCSMX vs. PMBJX commentary
Jun 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. CCSMX (657M). 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 : 10.77 vs. CCSMX (8.42). PMBJX return over 5 years is better than : 54.89 vs. CCSMX (47.30).
CCSMXPMBJXCCSMX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.540.78197%
Fund Existence11 years24 years-
Gain YTD-1.9533.136-62%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets657M31.1B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.4210.7778%
Returns for 3 years40.2249.5681%
Returns for 5 years47.3054.8986%
Returns for 10 years162.8391.72178%
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