CCSMX
Price
$23.40
Change
-$1.15 (-4.68%)
Updated
Apr 3 closing price
Net Assets
657.6M
PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
Ad is loading...

CCSMX vs PMBJX

Header iconCCSMX vs PMBJX Comparison
Open Charts CCSMX vs PMBJXBanner chart's image
Conestoga SMid Cap Investors
Price$23.40
Change-$1.15 (-4.68%)
VolumeN/A
Net Assets657.6M
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
CCSMX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CCSMX vs. PMBJX commentary
Apr 04, 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 PMBJX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. CCSMX (658M). 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 (0.82). 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 : 7.38 vs. CCSMX (4.47). PMBJX return over 5 years is better than : 101.69 vs. CCSMX (84.03).
CCSMXPMBJXCCSMX / PMBJX
Total Expense Ratio1.100.82134%
Annual Report Gross Expense Ratio1.540.82188%
Fund Existence11 years24 years-
Gain YTD-4.1021.054-389%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets658M29.8B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.477.3861%
Returns for 3 years7.6319.1640%
Returns for 5 years84.03101.6983%
Returns for 10 years157.0785.58184%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LEMB37.840.30
+0.80%
iShares JP Morgan EM Local Ccy Bd ETF
SUSB25.000.08
+0.32%
iShares ESG 1-5 Year USD Corp Bd ETF
GDX45.72-0.04
-0.09%
VanEck Gold Miners ETF
BSJU25.26-0.33
-1.31%
Invesco BulletShares 2030 HY Corp Bd ETF
SAA18.66-3.08
-14.16%
ProShares Ultra SmallCap600