CCSMX
Price
$25.28
Change
-$0.42 (-1.63%)
Updated
Feb 21 closing price
Net Assets
694.61M
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$25.28
Change-$0.42 (-1.63%)
VolumeN/A
Net Assets694.61M
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
CCSMX vs PMBPX Comparison Chart
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CCSMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. CCSMX (695M). CCSMX (0.00) and PMBPX (0.00) have matching dividends . CCSMX was incepted earlier than PMBPX: CCSMX (11 years) vs PMBPX (24 years). PMBPX is a more actively managed with annual turnover of: 10.10 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 : 12.43 vs. CCSMX (8.50). CCSMX (35.33) and PMBPX (35.10) have equivalent 5 years return.
CCSMXPMBPXCCSMX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years24 years-
Gain YTD-1.2501.864-67%
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 year8.5012.4368%
Returns for 3 years18.3527.8566%
Returns for 5 years35.3335.10101%
Returns for 10 years169.2292.30183%
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