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CCSMX vs PMBMX
CCSMX vs PMBMX Comparison
Open Charts CCSMX vs PMBMX
Conestoga SMid Cap Investors
Price$24.58
Change-$0.62 (-2.46%)
VolumeN/A
Net Assets659.75M
CCSMX vs PMBMX Comparison Chart
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CCSMX vs. PMBMX commentary
May 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 Buy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. CCSMX (660M). 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 (1.14). 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 : 9.65 vs. CCSMX (6.46). PMBMX return over 5 years is better than : 63.04 vs. CCSMX (49.91).
| CCSMX | PMBMX | CCSMX / PMBMX | |
| Total Expense Ratio | 1.10 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.54 | 1.14 | 135% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -1.562 | 4.308 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 31.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.46 | 9.65 | 67% |
| Returns for 3 years | 34.62 | 43.65 | 79% |
| Returns for 5 years | 49.91 | 63.04 | 79% |
| Returns for 10 years | 165.82 | 85.55 | 194% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| LOWV | 71.92 | -0.77 | -1.06% |
| AB US Low Volatility Equity ETF | |||
| AVMA | 59.50 | -0.66 | -1.10% |
| Avantis Moderate Allocation ETF | |||
| DOCT | 39.40 | -0.45 | -1.13% |
| FT Vest US Equity Deep Bffr ETF Oct | |||
| DFUS | 63.20 | -1.10 | -1.71% |
| Dimensional US Equity Market ETF | |||
| RNP | 21.21 | -0.57 | -2.62% |
| Cohen & Steers REIT and Preferred and Income Fund | |||