CCSMX
Price
$25.73
Change
+$0.11 (+0.43%)
Updated
Jul 25 closing price
Net Assets
658.02M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$25.73
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets658.02M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
CCSMX vs PMBPX Comparison Chart in %
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CCSMX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. CCSMX (658M). 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 : 13.61 vs. CCSMX (5.88). PMBPX return over 5 years is better than : 56.25 vs. CCSMX (40.75).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.540.83186%
Fund Existence12 years25 years-
Gain YTD0.5088.6066%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets658M33.2B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.8813.6143%
Returns for 3 years33.1849.3867%
Returns for 5 years40.7556.2572%
Returns for 10 years170.56107.27159%
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