CCSMX
Price
$24.58
Change
-$0.62 (-2.46%)
Updated
May 21 closing price
Net Assets
659.75M
PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
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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$24.58
Change-$0.62 (-2.46%)
VolumeN/A
Net Assets659.75M
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
CCSMX vs PMBPX Comparison Chart
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CCSMX vs. PMBPX commentary
May 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. CCSMX (660M). 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 (0.83). 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 : 10.21 vs. CCSMX (6.46). PMBPX return over 5 years is better than : 67.13 vs. CCSMX (49.91).
CCSMXPMBPXCCSMX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.540.83186%
Fund Existence11 years24 years-
Gain YTD-1.5624.441-35%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets660M31.3B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.4610.2163%
Returns for 3 years34.6245.7376%
Returns for 5 years49.9167.1374%
Returns for 10 years165.8294.81175%
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