CCSMX
Price
$23.70
Change
+$0.31 (+1.33%)
Updated
Apr 24 closing price
Net Assets
620.64M
PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$23.70
Change+$0.31 (+1.33%)
VolumeN/A
Net Assets620.64M
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
CCSMX vs PMBJX Comparison Chart
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CCSMX vs. PMBJX commentary
Apr 25, 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: 28.9B vs. CCSMX (621M). 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 : 6.61 vs. CCSMX (2.86). PMBJX return over 5 years is better than : 66.71 vs. CCSMX (55.00).
CCSMXPMBJXCCSMX / PMBJX
Total Expense Ratio1.100.82134%
Annual Report Gross Expense Ratio1.540.82188%
Fund Existence11 years24 years-
Gain YTD-8.633-3.038284%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets621M28.9B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.866.6143%
Returns for 3 years11.4321.2754%
Returns for 5 years55.0066.7182%
Returns for 10 years142.8979.11181%
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