CCSMX
Price
$24.55
Change
+$0.30 (+1.24%)
Updated
Apr 2 closing price
Net Assets
648.8M
PMBPX
Price
$43.91
Change
+$0.40 (+0.92%)
Updated
Apr 2 closing price
Net Assets
29.49B
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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$24.55
Change+$0.30 (+1.24%)
VolumeN/A
Net Assets648.8M
Principal MidCap R5
Price$43.91
Change+$0.40 (+0.92%)
VolumeN/A
Net Assets29.49B
CCSMX vs PMBPX Comparison Chart
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CCSMX vs. PMBPX commentary
Apr 04, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.5B vs. CCSMX (649M). 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 : 6.97 vs. CCSMX (3.32). PMBPX return over 5 years is better than : 101.36 vs. CCSMX (81.78).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.84131%
Annual Report Gross Expense Ratio1.540.84183%
Fund Existence11 years24 years-
Gain YTD-5.2730.115-4,584%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets649M29.5B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.326.9748%
Returns for 3 years6.4519.5433%
Returns for 5 years81.78101.3681%
Returns for 10 years155.5388.35176%
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