CCSMX
Price
$25.28
Change
-$0.42 (-1.63%)
Updated
Feb 21 closing price
Net Assets
694.61M
PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$25.28
Change-$0.42 (-1.63%)
VolumeN/A
Net Assets694.61M
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
CCSMX vs PMBMX Comparison Chart
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CCSMX vs. PMBMX commentary
Feb 23, 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 Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. CCSMX (695M). CCSMX (0.00) and PMBMX (0.00) have matching dividends . CCSMX was incepted earlier than PMBMX: CCSMX (11 years) vs PMBMX (24 years). PMBMX is a more actively managed with annual turnover of: 10.10 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 : 11.86 vs. CCSMX (8.50). CCSMX return over 5 years is better than : 35.33 vs. PMBMX (31.77).
CCSMXPMBMXCCSMX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years24 years-
Gain YTD-1.2501.812-69%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets695M29.6B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.5011.8672%
Returns for 3 years18.3526.0670%
Returns for 5 years35.3331.77111%
Returns for 10 years169.2283.18203%
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