CCSMX
Price
$25.03
Change
-$0.07 (-0.28%)
Updated
Jun 12 closing price
Net Assets
656.74M
PMBMX
Price
$42.22
Change
+$0.16 (+0.38%)
Updated
Jun 12 closing price
Net Assets
31.05B
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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$25.03
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets656.74M
Principal MidCap R3
Price$42.22
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets31.05B
CCSMX vs PMBMX Comparison Chart
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CCSMX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.1B vs. CCSMX (657M). PMBMX pays higher dividends than CCSMX: PMBMX (0.02) vs CCSMX (0.00). CCSMX was incepted earlier than PMBMX: CCSMX (11 years) vs PMBMX (25 years). CCSMX (1.54) is less costly to investors than PMBMX (1.14). 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 : 10.33 vs. CCSMX (8.42). PMBMX return over 5 years is better than : 52.32 vs. CCSMX (47.30).
CCSMXPMBMXCCSMX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.541.14135%
Fund Existence11 years25 years-
Gain YTD-1.9532.962-66%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets657M31.1B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.4210.3382%
Returns for 3 years40.2247.9884%
Returns for 5 years47.3052.3290%
Returns for 10 years162.8386.23189%
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