CCSMX
Price
$23.70
Change
+$0.31 (+1.33%)
Updated
Apr 24 closing price
Net Assets
620.64M
PMBMX
Price
$40.14
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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CCSMX vs PMBMX

Header iconCCSMX vs PMBMX Comparison
Open Charts CCSMX vs PMBMXBanner chart's image
Conestoga SMid Cap Investors
Price$23.70
Change+$0.31 (+1.33%)
VolumeN/A
Net Assets620.64M
Principal MidCap R3
Price$40.14
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
CCSMX vs PMBMX Comparison Chart
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CCSMX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B vs. CCSMX (621M). PMBMX pays higher dividends than CCSMX: PMBMX (0.02) vs CCSMX (0.00). CCSMX was incepted earlier than PMBMX: CCSMX (11 years) vs PMBMX (24 years). CCSMX (1.54) is less costly to investors than PMBMX (1.15). PMBMX is a more actively managed with annual turnover of: 10.50 vs. CCSMX (9.00). PMBMX has a lower initial minimum investment than CCSMX: PMBMX (0) vs CCSMX (2500). PMBMX annual gain was more profitable for investors over the last year : 6.20 vs. CCSMX (2.86). PMBMX return over 5 years is better than : 63.91 vs. CCSMX (55.00).
CCSMXPMBMXCCSMX / PMBMX
Total Expense Ratio1.101.1596%
Annual Report Gross Expense Ratio1.541.15134%
Fund Existence11 years24 years-
Gain YTD-8.633-3.158273%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets621M28.9B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year2.866.2046%
Returns for 3 years11.4319.9857%
Returns for 5 years55.0063.9186%
Returns for 10 years142.8973.93193%
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