CCSMX
Price
$23.70
Change
+$0.31 (+1.33%)
Updated
Apr 24 closing price
Net Assets
620.64M
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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CCSMX vs PMBPX

Header iconCCSMX vs PMBPX Comparison
Open Charts CCSMX vs PMBPXBanner chart's image
Conestoga SMid Cap Investors
Price$23.70
Change+$0.31 (+1.33%)
VolumeN/A
Net Assets620.64M
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
CCSMX vs PMBPX Comparison Chart
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CCSMX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. CCSMX (621M). PMBPX pays higher dividends than CCSMX: PMBPX (0.01) vs CCSMX (0.00). CCSMX was incepted earlier than PMBPX: CCSMX (11 years) vs PMBPX (24 years). CCSMX (1.54) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. CCSMX (9.00). PMBPX has a lower initial minimum investment than CCSMX: PMBPX (0) vs CCSMX (2500). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. CCSMX (2.86). PMBPX return over 5 years is better than : 68.04 vs. CCSMX (55.00).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.84131%
Annual Report Gross Expense Ratio1.540.84183%
Fund Existence11 years24 years-
Gain YTD-8.633-3.037284%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets621M28.9B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.866.7542%
Returns for 3 years11.4321.7353%
Returns for 5 years55.0068.0481%
Returns for 10 years142.8982.65173%
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