CCSMX
Price
$25.44
Change
+$0.37 (+1.48%)
Updated
Sep 4 closing price
Net Assets
653.15M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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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$25.44
Change+$0.37 (+1.48%)
VolumeN/A
Net Assets653.15M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
CCSMX vs PMBPX Comparison Chart in %
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CCSMX vs. PMBPX commentary
Sep 08, 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: 33B vs. CCSMX (653M). PMBPX pays higher dividends than CCSMX: PMBPX (0.01) vs CCSMX (0.00). CCSMX was incepted earlier than PMBPX: CCSMX (12 years) vs PMBPX (25 years). CCSMX (1.54) is less costly to investors than PMBPX (0.83). PMBPX (10.50) and CCSMX (10.00) have comparable annual turnover. 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 : 9.16 vs. CCSMX (6.12). PMBPX return over 5 years is better than : 47.38 vs. CCSMX (36.65).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.540.83186%
Fund Existence12 years25 years-
Gain YTD0.9377.01813%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets653M33B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.129.1667%
Returns for 3 years37.2346.0481%
Returns for 5 years36.6547.3877%
Returns for 10 years184.58111.63165%
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