CCSMX
Price
$23.40
Change
-$1.15 (-4.68%)
Updated
Apr 3 closing price
Net Assets
657.6M
PMBMX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$23.40
Change-$1.15 (-4.68%)
VolumeN/A
Net Assets657.6M
Principal MidCap R3
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
CCSMX vs PMBMX Comparison Chart
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CCSMX vs. PMBMX commentary
Apr 05, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. CCSMX (658M). 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 : 6.95 vs. CCSMX (4.47). PMBMX return over 5 years is better than : 98.31 vs. CCSMX (84.03).
CCSMXPMBMXCCSMX / PMBMX
Total Expense Ratio1.101.1596%
Annual Report Gross Expense Ratio1.541.15134%
Fund Existence11 years24 years-
Gain YTD-4.1020.955-430%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets658M29.8B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.476.9564%
Returns for 3 years7.6317.9243%
Returns for 5 years84.0398.3185%
Returns for 10 years157.0780.21196%
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